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
$114M
AUM Growth
-$58.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$4.32M
3
+$3.9M
4
GLD icon
SPDR Gold Trust
GLD
+$1.07M
5
DO
Diamond Offshore Drilling, Inc.
DO
+$555K

Top Sells

1
+$6.45M
2
+$5.14M
3
+$5.11M
4
MS icon
Morgan Stanley
MS
+$4.4M
5
USB icon
US Bancorp
USB
+$4.16M

Sector Composition

1 Materials 14.24%
2 Healthcare 13%
3 Energy 11.31%
4 Financials 10.78%
5 Communication Services 10.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.25M 1.09%
37,079
+1,532
27
$1.18M 1.03%
17,371
+562
28
$1.06M 0.93%
6,692
+243
29
$1.04M 0.91%
41,672
+2,896
30
$1.03M 0.91%
13,005
+532
31
$955K 0.84%
15,819
-3,477
32
$718K 0.63%
10,235
+3,846
33
$690K 0.61%
12,722
+1,557
34
$647K 0.57%
109,895
+94,273
35
$645K 0.57%
4,694
+1,382
36
$512K 0.45%
8,698
-300
37
$430K 0.38%
5,846
-3,894
38
$401K 0.35%
6,055
39
$362K 0.32%
11,507
-39,440
40
$361K 0.32%
4,994
-12,172
41
$344K 0.3%
16,852
+4,005
42
$293K 0.26%
12,120
+2,272
43
$292K 0.26%
3,347
-7,439
44
$273K 0.24%
1,785
-441
45
$264K 0.23%
3,824
-732
46
$249K 0.22%
484
-127
47
$248K 0.22%
6,056
-4,047
48
$244K 0.21%
1,094
-187
49
$242K 0.21%
1,821
-183
50
$238K 0.21%
10,489
1
2
3 4 5