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
$89.2M
AUM Growth
+$7.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$6.48M
2
+$4.64M
3
+$3.44M
4
WMT icon
Walmart
WMT
+$3.27M
5
STLD icon
Steel Dynamics
STLD
+$3.16M

Top Sells

1
+$10.8M
2
+$4.85M
3
+$3.09M
4
PTON icon
Peloton Interactive
PTON
+$2.44M
5
DOCU icon
DocuSign
DOCU
+$2.41M

Sector Composition

1 Consumer Discretionary 20.57%
2 Consumer Staples 14.77%
3 Materials 11.91%
4 Healthcare 7.43%
5 Industrials 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$696K 0.78%
31,932
+41
27
$633K 0.71%
8,224
+1,079
28
$619K 0.69%
5,557
-3,124
29
$521K 0.58%
3,151
+22
30
$516K 0.58%
8,102
-4,629
31
$466K 0.52%
+3,170
32
$368K 0.41%
5,747
-2,976
33
$239K 0.27%
9,934
-6,105
34
$200K 0.22%
+11,091
35
$157K 0.18%
+1,119
36
$150K 0.17%
+5,835
37
$137K 0.15%
2,942
-269
38
$130K 0.15%
11,911
+4,292
39
$125K 0.14%
+5,588
40
$116K 0.13%
+7,270
41
$110K 0.12%
949
-16
42
$95K 0.11%
575
-63
43
$94K 0.11%
4,094
+2,897
44
$89K 0.1%
+2,206
45
$87K 0.1%
1,055
46
$87K 0.1%
3,527
+2,953
47
$82K 0.09%
242
48
$81K 0.09%
+850
49
$81K 0.09%
421
50
$80K 0.09%
911
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2
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