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
$60.7M
AUM Growth
-$1.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.76M
3
+$1.71M
4
CAG icon
Conagra Brands
CAG
+$1.7M
5
HIG icon
Hartford Financial Services
HIG
+$1.65M

Top Sells

1
+$2.79M
2
+$1.95M
3
+$1.77M
4
HBAN icon
Huntington Bancshares
HBAN
+$1.73M
5
JCI icon
Johnson Controls International
JCI
+$1.57M

Sector Composition

1 Technology 17.47%
2 Consumer Staples 16.97%
3 Financials 14.27%
4 Healthcare 8.94%
5 Communication Services 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.11M 1.83%
+50,741
27
$1.08M 1.77%
39,978
-4,419
28
$1.05M 1.74%
28,644
+9,245
29
$1.05M 1.73%
29,066
-306
30
$882K 1.45%
22,338
+6,092
31
$823K 1.36%
23,583
+23,375
32
$644K 1.06%
15,642
-363
33
$641K 1.06%
32,204
-10,679
34
$612K 1.01%
11,865
-282
35
$532K 0.88%
16,728
-345
36
$528K 0.87%
10,576
+894
37
$520K 0.86%
16,515
-116
38
$474K 0.78%
7,746
+231
39
$453K 0.75%
6,530
-41
40
$439K 0.72%
5,436
-17
41
$426K 0.7%
+3,900
42
$405K 0.67%
+41,752
43
$401K 0.66%
3,306
-91
44
$393K 0.65%
5,293
-78
45
$352K 0.58%
7,458
+2,241
46
$309K 0.51%
4,665
-6,127
47
$288K 0.47%
7,204
-733
48
$190K 0.31%
4,392
-506
49
$167K 0.28%
+6,184
50
$143K 0.24%
10,474
-403
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2
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