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
$66.1M
AUM Growth
+$2.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$2.54M
3
+$2.5M
4
HP icon
Helmerich & Payne
HP
+$2.17M
5
TPR icon
Tapestry
TPR
+$2.1M

Top Sells

1
+$3.14M
2
+$2.17M
3
+$2.16M
4
SBUX icon
Starbucks
SBUX
+$2.06M
5
DD
Du Pont De Nemours E I
DD
+$2.03M

Sector Composition

1 Energy 18.83%
2 Technology 17.37%
3 Financials 15.88%
4 Industrials 8.84%
5 Consumer Staples 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$9K 0.01%
208
77
$7K 0.01%
165
78
$7K 0.01%
100
79
$7K 0.01%
67
80
$6K 0.01%
58
81
$6K 0.01%
50
-14,878
82
$4K 0.01%
500
83
$3K ﹤0.01%
614
-565
84
$3K ﹤0.01%
31
85
$2K ﹤0.01%
71
86
$1K ﹤0.01%
31
87
$1K ﹤0.01%
79
88
$1K ﹤0.01%
13
89
$1K ﹤0.01%
100
90
– –
-26,511
91
– –
-168,168
92
– –
-14,419
93
– –
-34,402
94
– –
-160
95
– –
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96
– –
-265
97
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98
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0
99
– –
-5,100
100
$0 ﹤0.01%
200
1 2 3
4
5