KIG

Kessler Investment Group Portfolio holdings

AUM $237M
1-Year Est. Return 43.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+43.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$62.7M
AUM Growth
+$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.62M
3
+$1.61M
4
MS icon
Morgan Stanley
MS
+$633K
5
WBD icon
Warner Bros
WBD
+$621K

Top Sells

1
+$1.29M
2
+$1.09M
3
+$879K
4
GDP
GOODRICH PETROLEUM CORP(NEW)
GDP
+$723K
5
BTU
PEABODY ENERGY CORP COM STK NEW (DE)
BTU
+$607K

Sector Composition

1 Technology 20.56%
2 Consumer Staples 11.23%
3 Healthcare 11.09%
4 Financials 11.04%
5 Industrials 10.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$186K 0.3%
8,136
-124
52
$157K 0.25%
5,648
+250
53
$153K 0.24%
3,316
+261
54
$146K 0.23%
10,877
55
$137K 0.22%
5,895
+1,055
56
$124K 0.2%
4,280
57
$124K 0.2%
9,161
+1,853
58
$122K 0.19%
4,429
+1,972
59
$116K 0.19%
4,427
+368
60
$115K 0.18%
13,456
+646
61
$102K 0.16%
1,166
62
$101K 0.16%
50,341
+7,500
63
$100K 0.16%
+1,578
64
$98K 0.16%
+2,111
65
$96K 0.15%
+1,490
66
$91K 0.15%
5,373
+2,227
67
$74K 0.12%
4,050
68
$60K 0.1%
2,034
69
$57K 0.09%
2,000
70
$52K 0.08%
1,960
-5
71
$19K 0.03%
1,037
72
$18K 0.03%
+780
73
$15K 0.02%
628
74
$14K 0.02%
88
75
$13K 0.02%
250
1 2
3
4 5