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
$62.7M
AUM Growth
+$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.57M
3
+$1.51M
4
MS icon
Morgan Stanley
MS
+$645K
5
DISCA
Discovery, Inc. Series A Common Stock
DISCA
+$626K

Top Sells

1
+$1.29M
2
+$1.09M
3
+$723K
4
NXPI icon
NXP Semiconductors
NXPI
+$659K
5
BTU
PEABODY ENERGY CORP COM STK NEW (DE)
BTU
+$607K

Sector Composition

1 Technology 20.56%
2 Consumer Staples 11.23%
3 Healthcare 11.09%
4 Financials 11.04%
5 Industrials 10.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$12K 0.02%
+240
77
$12K 0.02%
100
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$11K 0.02%
199
-108
79
$11K 0.02%
119
+56
80
$11K 0.02%
100
81
$10K 0.02%
+488
82
$10K 0.02%
200
83
$10K 0.02%
208
84
$9K 0.01%
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$9K 0.01%
98
+45
86
$8K 0.01%
+500
87
$8K 0.01%
351
88
$7K 0.01%
713
+130
89
$6K 0.01%
105
90
$6K 0.01%
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91
$6K 0.01%
199
92
$6K 0.01%
207
93
$5K 0.01%
64
94
$5K 0.01%
+80
95
$5K 0.01%
115
-10
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$5K 0.01%
+110
97
$5K 0.01%
140
98
$4K 0.01%
+48
99
$3K ﹤0.01%
47
100
$3K ﹤0.01%
150
2 3
4
5 6