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
$114M
AUM Growth
-$58.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$4.32M
3
+$3.9M
4
GLD icon
SPDR Gold Trust
GLD
+$1.07M
5
DO
Diamond Offshore Drilling, Inc.
DO
+$555K

Top Sells

1
+$6.45M
2
+$5.14M
3
+$5.11M
4
MS icon
Morgan Stanley
MS
+$4.4M
5
USB icon
US Bancorp
USB
+$4.16M

Sector Composition

1 Materials 14.24%
2 Healthcare 13%
3 Energy 11.31%
4 Financials 10.78%
5 Communication Services 10.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$230K 0.2%
1,039
-101
52
$227K 0.2%
1,462
-194
53
$226K 0.2%
1,167
-103
54
$208K 0.18%
11,149
-174,534
55
$206K 0.18%
636
56
$202K 0.18%
2,572
-312
57
$201K 0.18%
9,576
+191
58
$191K 0.17%
1,501
-1,235
59
$189K 0.17%
+3,210
60
$181K 0.16%
1,674
-35
61
$176K 0.15%
985
-134
62
$175K 0.15%
1,368
-1,388
63
$174K 0.15%
9,276
-905
64
$173K 0.15%
4,626
-508
65
$165K 0.14%
4,640
-915
66
$140K 0.12%
2,231
+871
67
$129K 0.11%
+1,667
68
$123K 0.11%
13,351
+472
69
$121K 0.11%
+3,683
70
$121K 0.11%
2,253
+47
71
$115K 0.1%
+1,270
72
$114K 0.1%
1,265
+35
73
$110K 0.1%
1,040
-20
74
$106K 0.09%
2,298
75
$102K 0.09%
2,107
1 2
3
4 5