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
$56.8M
AUM Growth
+$9.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$1.38M
3
+$1.38M
4
MJN
Mead Johnson Nutrition Company
MJN
+$1.06M
5
WFC icon
Wells Fargo
WFC
+$1.03M

Top Sells

1
+$2.2M
2
+$1.29M
3
+$665K
4
ALSN icon
Allison Transmission
ALSN
+$659K
5
ECYT
Endocyte, Inc. Common Stock
ECYT
+$198K

Sector Composition

1 Technology 16.87%
2 Industrials 16.51%
3 Financials 13.66%
4 Consumer Staples 9.81%
5 Healthcare 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$136K 0.24%
21,852
52
$123K 0.22%
7,680
53
$114K 0.2%
10,911
54
$107K 0.19%
+2,210
55
$106K 0.19%
5,434
56
$104K 0.18%
+5,547
57
$104K 0.18%
4,080
58
$101K 0.18%
+144
59
$99K 0.17%
+2,947
60
$98K 0.17%
5,141
61
$98K 0.17%
+3,558
62
$94K 0.17%
1,769
63
$90K 0.16%
25,672
+10,822
64
$85K 0.15%
13,100
65
$84K 0.15%
4,598
66
$81K 0.14%
2,599
-21,159
67
$80K 0.14%
31,736
68
$79K 0.14%
2,126
-2,297
69
$79K 0.14%
5,576
-5,575
70
$79K 0.14%
1,402
71
$73K 0.13%
756
72
$71K 0.13%
6,453
73
$60K 0.11%
518
74
$57K 0.1%
1,965
-163
75
$50K 0.09%
1,145
1 2
3
4 5