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
$93.3M
AUM Growth
+$4.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$5.17M
2
+$2.59M
3
+$2.57M
4
TNL icon
Travel + Leisure Co
TNL
+$2.55M
5
XOM icon
Exxon Mobil
XOM
+$2.54M

Top Sells

1
+$11.9M
2
+$3.78M
3
+$3.47M
4
THO icon
Thor Industries
THO
+$2.9M
5
PG icon
Procter & Gamble
PG
+$2.41M

Sector Composition

1 Consumer Discretionary 18.06%
2 Materials 16.47%
3 Healthcare 13.35%
4 Consumer Staples 8.46%
5 Industrials 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$84K 0.09%
239
52
$79K 0.08%
2,616
53
$76K 0.08%
1,000
54
$76K 0.08%
3,938
55
$73K 0.08%
3,272
-135
56
$72K 0.08%
1,319
57
$69K 0.07%
+685
58
$69K 0.07%
1,151
-18
59
$69K 0.07%
1,400
-23
60
$68K 0.07%
400
61
$67K 0.07%
+442
62
$60K 0.06%
+514
63
$60K 0.06%
255
-16,053
64
$59K 0.06%
1,002
-100
65
$56K 0.06%
250
66
$54K 0.06%
+197
67
$54K 0.06%
2,211
68
$54K 0.06%
1,000
69
$50K 0.05%
335
70
$45K 0.05%
200
71
$45K 0.05%
2,691
+75
72
$42K 0.05%
1,816
73
$41K 0.04%
+300
74
$37K 0.04%
150
75
$36K 0.04%
1,530
-2,564
1 2
3
4 5