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
$82.2M
AUM Growth
+$5.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$3.06M
3
+$2.9M
4
BYND icon
Beyond Meat
BYND
+$2.71M
5
EL icon
Estee Lauder
EL
+$2.46M

Top Sells

1
+$4.84M
2
+$4.19M
3
+$4.15M
4
DIS icon
Walt Disney
DIS
+$3.85M
5
GE icon
GE Aerospace
GE
+$3.76M

Sector Composition

1 Consumer Discretionary 24.48%
2 Consumer Staples 11.14%
3 Technology 9.97%
4 Industrials 7.05%
5 Healthcare 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$72K 0.09%
243
+7
52
$72K 0.09%
+36
53
$70K 0.09%
3,938
54
$68K 0.08%
1,102
+269
55
$66K 0.08%
6,100
+1,100
56
$66K 0.08%
400
-25,394
57
$65K 0.08%
1,453
58
$62K 0.08%
2,616
59
$60K 0.07%
1,000
60
$59K 0.07%
4,046
61
$59K 0.07%
880
62
$58K 0.07%
9,800
63
$56K 0.07%
372
+124
64
$55K 0.07%
1,423
65
$53K 0.06%
1,169
+347
66
$53K 0.06%
893
+306
67
$49K 0.06%
7,620
68
$47K 0.06%
+1,000
69
$47K 0.06%
250
70
$47K 0.06%
+400
71
$47K 0.06%
+1,889
72
$36K 0.04%
2,616
73
$35K 0.04%
1,594
74
$31K 0.04%
239
75
$31K 0.04%
1,386
1 2
3
4 5