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
$56.8M
AUM Growth
+$9.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$1.38M
3
+$1.38M
4
MJN
Mead Johnson Nutrition Company
MJN
+$1.06M
5
WFC icon
Wells Fargo
WFC
+$1.03M

Top Sells

1
+$2.2M
2
+$1.29M
3
+$665K
4
ALSN icon
Allison Transmission
ALSN
+$659K
5
ECYT
Endocyte, Inc. Common Stock
ECYT
+$198K

Sector Composition

1 Technology 16.87%
2 Industrials 16.51%
3 Financials 13.66%
4 Consumer Staples 9.81%
5 Healthcare 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$32K 0.06%
558
77
$31K 0.05%
584
78
$22K 0.04%
1,297
79
$15K 0.03%
518
80
$14K 0.02%
250
81
$14K 0.02%
788
82
$13K 0.02%
100
83
$12K 0.02%
208
84
$11K 0.02%
116
85
$10K 0.02%
98
86
$10K 0.02%
156
87
$9K 0.02%
208
88
$9K 0.02%
351
89
$8K 0.01%
690
90
$6K 0.01%
57
91
$5K 0.01%
58
92
$4K 0.01%
324
93
$4K 0.01%
69
94
$4K 0.01%
133
95
$3K 0.01%
150
96
$3K 0.01%
50
97
$3K 0.01%
275
98
$2K ﹤0.01%
100
99
$2K ﹤0.01%
33
-36,281
100
$1K ﹤0.01%
25
1 2 3
4
5