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
$63.2M
AUM Growth
+$2.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$1.58M
3
+$1.51M
4
MSFG
MainSource Financial Group Inc
MSFG
+$686K
5
TWTR
Twitter, Inc.
TWTR
+$653K

Top Sells

1
+$2.61M
2
+$1.92M
3
+$1.26M
4
KR icon
Kroger
KR
+$1.05M
5
ABT icon
Abbott
ABT
+$1.01M

Sector Composition

1 Technology 16.75%
2 Financials 14.69%
3 Consumer Staples 14.49%
4 Energy 9.02%
5 Materials 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$125K 0.2%
+4,335
52
$111K 0.18%
+3,373
53
$111K 0.18%
1,124
54
$111K 0.18%
+5,947
55
$109K 0.17%
+1,982
56
$108K 0.17%
+2,023
57
$97K 0.15%
1,439
58
$92K 0.15%
2,930
59
$87K 0.14%
2,039
60
$76K 0.12%
4,050
61
$53K 0.08%
2,034
62
$48K 0.08%
+1,820
63
$45K 0.07%
2,000
64
$38K 0.06%
+980
65
$37K 0.06%
+980
66
$27K 0.04%
273
67
$19K 0.03%
1,037
68
$18K 0.03%
200
-13,995
69
$18K 0.03%
750
+325
70
$13K 0.02%
100
71
$12K 0.02%
88
72
$11K 0.02%
200
73
$9K 0.01%
208
-23,375
74
$9K 0.01%
+400
75
$8K 0.01%
175
+80
1 2
3
4 5