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
$83.2M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$3.2M
3
+$2.74M
4
TROW icon
T. Rowe Price
TROW
+$2.6M
5
NE
Noble Corporation
NE
+$1.43M

Top Sells

1
+$2.68M
2
+$792K
3
+$509K
4
INBK icon
First Internet Bancorp
INBK
+$323K
5
RRC icon
Range Resources
RRC
+$206K

Sector Composition

1 Financials 25.34%
2 Technology 14.96%
3 Industrials 13.15%
4 Healthcare 11.18%
5 Energy 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$666K 0.8%
20,818
-10,106
27
$662K 0.8%
13,680
+3
28
$632K 0.76%
20,748
+360
29
$608K 0.73%
19,789
+1,653
30
$594K 0.71%
9,542
+70
31
$578K 0.69%
7,678
-170
32
$570K 0.69%
16,558
-817
33
$564K 0.68%
9,486
-143
34
$526K 0.63%
7,636
-13
35
$520K 0.62%
17,948
36
$372K 0.45%
5,434
-10
37
$361K 0.43%
7,257
-32
38
$358K 0.43%
+11,918
39
$357K 0.43%
6,136
40
$353K 0.42%
6,828
-2
41
$336K 0.4%
4,123
-11
42
$335K 0.4%
16,196
-254
43
$315K 0.38%
+5,794
44
$308K 0.37%
17,162
-315
45
$282K 0.34%
+5,360
46
$274K 0.33%
+7,193
47
$272K 0.33%
+24,011
48
$263K 0.32%
+2,504
49
$196K 0.24%
12,006
-1,186
50
$139K 0.17%
4,524
+5
1
2
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