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
$62.7M
AUM Growth
+$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.57M
3
+$1.51M
4
MS icon
Morgan Stanley
MS
+$645K
5
DISCA
Discovery, Inc. Series A Common Stock
DISCA
+$626K

Top Sells

1
+$1.29M
2
+$1.09M
3
+$723K
4
NXPI icon
NXP Semiconductors
NXPI
+$659K
5
BTU
PEABODY ENERGY CORP COM STK NEW (DE)
BTU
+$607K

Sector Composition

1 Technology 20.56%
2 Consumer Staples 11.23%
3 Healthcare 11.09%
4 Financials 11.04%
5 Industrials 10.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.06M 1.7%
29,372
-30,016
27
$918K 1.46%
42,883
+307
28
$835K 1.33%
17,073
-3,711
29
$803K 1.28%
10,792
-1,100
30
$800K 1.28%
12,147
+200
31
$728K 1.16%
48,850
32
$719K 1.15%
19,399
+400
33
$674K 1.08%
22,912
-9,104
34
$673K 1.07%
16,246
+163
35
$655K 1.05%
7,637
36
$645K 1.03%
+16,631
37
$627K 1%
16,005
+247
38
$626K 1%
+18,818
39
$567K 0.9%
3,397
-2,066
40
$565K 0.9%
7,515
+84
41
$550K 0.88%
+52,114
42
$523K 0.83%
9,682
+247
43
$520K 0.83%
173,377
+3,300
44
$473K 0.75%
+5,453
45
$458K 0.73%
+6,571
46
$411K 0.66%
5,371
-9
47
$384K 0.61%
7,937
-118
48
$358K 0.57%
+14,128
49
$248K 0.4%
5,217
+138
50
$203K 0.32%
4,898
-93
1
2
3 4 5