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
$89.2M
AUM Growth
+$7.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$6.48M
2
+$4.64M
3
+$3.44M
4
WMT icon
Walmart
WMT
+$3.27M
5
STLD icon
Steel Dynamics
STLD
+$3.16M

Top Sells

1
+$10.8M
2
+$4.85M
3
+$3.09M
4
PTON icon
Peloton Interactive
PTON
+$2.44M
5
DOCU icon
DocuSign
DOCU
+$2.41M

Sector Composition

1 Consumer Discretionary 20.57%
2 Consumer Staples 14.77%
3 Materials 11.91%
4 Healthcare 7.43%
5 Industrials 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$78K 0.09%
59,346
+37,965
52
$76K 0.09%
3,407
+1,813
53
$75K 0.08%
239
-4
54
$74K 0.08%
3,938
55
$73K 0.08%
588
+476
56
$67K 0.08%
1,102
57
$65K 0.07%
1,319
-134
58
$65K 0.07%
3,594
-452
59
$63K 0.07%
250
60
$63K 0.07%
2,616
61
$62K 0.07%
5,439
-661
62
$60K 0.07%
1,423
63
$59K 0.07%
400
64
$55K 0.06%
8,000
-1,800
65
$55K 0.06%
1,169
66
$52K 0.06%
2,211
+1,395
67
$46K 0.05%
335
-37
68
$45K 0.05%
6,979
-641
69
$45K 0.05%
1,000
70
$42K 0.05%
1,816
+430
71
$42K 0.05%
200
-8,608
72
$41K 0.05%
1,000
73
$35K 0.04%
150
+60
74
$33K 0.04%
+75
75
$33K 0.04%
2,616
1 2
3
4 5