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
$36.6M
AUM Growth
+$2.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.1M
3
+$1.06M
4
HAR
Harman International Industries
HAR
+$1.03M
5
JOY
Joy Global Inc
JOY
+$966K

Top Sells

1
+$1.61M
2
+$1.52M
3
+$1.02M
4
DD
Du Pont De Nemours E I
DD
+$970K
5
MRK icon
Merck
MRK
+$954K

Sector Composition

1 Technology 19.42%
2 Financials 14.93%
3 Healthcare 13.68%
4 Materials 8.49%
5 Industrials 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$555K 1.52%
+38,568
27
– –
0
28
$517K 1.41%
+5,104
29
$490K 1.34%
14,766
-8,609
30
$428K 1.17%
6,862
+5,608
31
$424K 1.16%
20,369
+11,379
32
$398K 1.09%
13,593
+13,508
33
$272K 0.74%
+5,261
34
$263K 0.72%
+2,989
35
$183K 0.5%
+1,503
36
$161K 0.44%
+1,671
37
$150K 0.41%
+5,888
38
$146K 0.4%
9,625
-617
39
$143K 0.39%
+2,718
40
$132K 0.36%
+5,143
41
$132K 0.36%
+5,077
42
$132K 0.36%
6,837
+1,553
43
$126K 0.34%
+6,113
44
$125K 0.34%
1,970
+112
45
$124K 0.34%
21,086
+6,284
46
$124K 0.34%
+1,105
47
$124K 0.34%
13,944
+3,880
48
$122K 0.33%
8,107
+2,194
49
$117K 0.32%
2,260
+532
50
$114K 0.31%
2,124
+581
1
2
3 4 5