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
$82.2M
AUM Growth
+$5.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$3.06M
3
+$2.9M
4
BYND icon
Beyond Meat
BYND
+$2.71M
5
EL icon
Estee Lauder
EL
+$2.46M

Top Sells

1
+$4.84M
2
+$4.19M
3
+$4.15M
4
DIS icon
Walt Disney
DIS
+$3.85M
5
GE icon
GE Aerospace
GE
+$3.76M

Sector Composition

1 Consumer Discretionary 24.48%
2 Consumer Staples 11.14%
3 Technology 9.97%
4 Industrials 7.05%
5 Healthcare 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$993K 1.21%
19,152
-72
27
$972K 1.18%
+8,681
28
$838K 1.02%
+9,045
29
$821K 1%
14,261
30
$717K 0.87%
12,731
-32
31
$694K 0.84%
31,891
-964
32
$656K 0.8%
6,274
+1,809
33
$574K 0.7%
3,129
-10,515
34
$512K 0.62%
8,723
-9,307
35
$491K 0.6%
7,145
+2,643
36
$410K 0.5%
10,820
-35
37
$399K 0.49%
3,211
+3,207
38
$371K 0.45%
16,039
-15,184
39
$319K 0.39%
5,645
-52
40
$249K 0.3%
+5,827
41
$114K 0.14%
370
-240
42
$111K 0.14%
965
+268
43
$97K 0.12%
+7,619
44
$89K 0.11%
911
+240
45
$86K 0.1%
638
-51
46
$85K 0.1%
+2,013
47
$80K 0.1%
1,333
-35
48
$79K 0.1%
1,055
+246
49
$74K 0.09%
421
+101
50
$72K 0.09%
242
+61
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