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
$93.3M
AUM Growth
+$4.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$5.17M
2
+$2.59M
3
+$2.57M
4
TNL icon
Travel + Leisure Co
TNL
+$2.55M
5
XOM icon
Exxon Mobil
XOM
+$2.54M

Top Sells

1
+$11.9M
2
+$3.78M
3
+$3.47M
4
THO icon
Thor Industries
THO
+$2.9M
5
PG icon
Procter & Gamble
PG
+$2.41M

Sector Composition

1 Consumer Discretionary 18.06%
2 Materials 16.47%
3 Healthcare 13.35%
4 Consumer Staples 8.46%
5 Industrials 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$822K 0.88%
19,564
+8,473
27
$783K 0.84%
5,562
+5
28
$687K 0.74%
31,351
-581
29
$643K 0.69%
21,802
+11,868
30
$595K 0.64%
+35,002
31
$585K 0.63%
+23,815
32
$585K 0.63%
8,080
-22
33
$512K 0.55%
3,184
+14
34
$387K 0.41%
5,741
-6
35
$377K 0.4%
4,542
+1,600
36
$366K 0.39%
4,128
-4,096
37
$274K 0.29%
+4,012
38
$266K 0.29%
+8,476
39
$210K 0.23%
+11,427
40
$151K 0.16%
2,842
+636
41
$146K 0.16%
10,519
-1,392
42
$134K 0.14%
18,741
+11,762
43
$128K 0.14%
12,887
+4,887
44
$127K 0.14%
+8,700
45
$107K 0.11%
588
46
$98K 0.11%
911
47
$94K 0.1%
1,037
-18
48
$86K 0.09%
421
49
$84K 0.09%
3,594
50
$84K 0.09%
838
-12
1
2
3 4 5