KIG

Kessler Investment Group Portfolio holdings

AUM $233M
1-Year Est. Return 58.11%
This Quarter Est. Return
1 Year Est. Return
+58.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$142M
AUM Growth
-$6.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$4.87M
3
+$4.77M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$4.67M
5
MSI icon
Motorola Solutions
MSI
+$4.54M

Top Sells

1
+$5.57M
2
+$5.1M
3
+$4.81M
4
DOW icon
Dow Inc
DOW
+$4.32M
5
RF icon
Regions Financial
RF
+$4.25M

Sector Composition

1 Technology 19.72%
2 Communication Services 16.33%
3 Healthcare 14.11%
4 Consumer Discretionary 10.74%
5 Materials 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.1M 7.14%
35,331
+549
2
$8.64M 6.08%
72,151
+673
3
$8.52M 6%
51,481
+347
4
$7.79M 5.48%
60,788
-2,661
5
$6.74M 4.75%
37,816
+1,072
6
$6.42M 4.52%
43,050
+1,201
7
$5.64M 3.97%
+72,566
8
$5.6M 3.94%
11,540
+313
9
$5.58M 3.93%
11,414
+251
10
$5.16M 3.63%
48,089
+289
11
$5M 3.52%
30,522
+913
12
$4.87M 3.43%
+6,215
13
$4.77M 3.35%
+37,090
14
$4.67M 3.29%
13,717
+386
15
$4.67M 3.29%
+13,270
16
$4.54M 3.2%
79,251
-1,341
17
$4.54M 3.19%
+15,468
18
$4.34M 3.05%
86,303
+4,828
19
$3.69M 2.6%
72,202
+3,594
20
$1.42M 1%
99,761
-6,210
21
$1.34M 0.94%
70,307
-6,042
22
$1.24M 0.87%
65,404
-6,418
23
$1.17M 0.83%
35,052
-3,595
24
$1.11M 0.78%
21,389
-2,181
25
$1.1M 0.78%
15,653
-158
1
2 3 4 5