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
$66.1M
AUM Growth
+$2.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$2.54M
3
+$2.5M
4
HP icon
Helmerich & Payne
HP
+$2.17M
5
TPR icon
Tapestry
TPR
+$2.1M

Top Sells

1
+$3.14M
2
+$2.17M
3
+$2.16M
4
SBUX icon
Starbucks
SBUX
+$2.06M
5
DD
Du Pont De Nemours E I
DD
+$2.03M

Sector Composition

1 Energy 18.83%
2 Technology 17.37%
3 Financials 15.88%
4 Industrials 8.84%
5 Consumer Staples 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$910K 1.38%
81,727
+41,205
27
$898K 1.36%
38,411
-314
28
$822K 1.24%
13,274
+5,754
29
$636K 0.96%
30,178
+196
30
$603K 0.91%
10,868
+3,213
31
$565K 0.85%
+19,228
32
$562K 0.85%
8,298
+3,158
33
$561K 0.85%
28,397
-3,289
34
$530K 0.8%
19,440
+17,620
35
$458K 0.69%
+10,978
36
$438K 0.66%
+3,721
37
$424K 0.64%
5,746
-62
38
$399K 0.6%
13,788
+7,784
39
$374K 0.57%
+8,963
40
$374K 0.57%
7,051
-7,002
41
$367K 0.56%
19,527
+15,477
42
$300K 0.45%
+6,420
43
$280K 0.42%
+11,103
44
$242K 0.37%
14,621
-53,561
45
$237K 0.36%
5,285
-1,082
46
$226K 0.34%
4,549
+395
47
$149K 0.23%
4,186
48
$146K 0.22%
10,474
49
$141K 0.21%
5,603
50
$137K 0.21%
8,695
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