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
$82.2M
AUM Growth
+$5.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$3.06M
3
+$2.9M
4
BYND icon
Beyond Meat
BYND
+$2.71M
5
EL icon
Estee Lauder
EL
+$2.46M

Top Sells

1
+$4.84M
2
+$4.19M
3
+$4.15M
4
DIS icon
Walt Disney
DIS
+$3.85M
5
GE icon
GE Aerospace
GE
+$3.76M

Sector Composition

1 Consumer Discretionary 24.48%
2 Consumer Staples 11.14%
3 Technology 9.97%
4 Industrials 7.05%
5 Healthcare 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$30K 0.04%
1,000
77
$29K 0.04%
1,253
78
$28K 0.03%
752
79
$27K 0.03%
1,197
80
$26K 0.03%
+423
81
$22K 0.03%
21,381
+5,084
82
$19K 0.02%
816
83
$18K 0.02%
726
84
$17K 0.02%
90
85
$17K 0.02%
300
86
$14K 0.02%
100
87
$14K 0.02%
574
88
$12K 0.01%
2,500
-14,471
89
$12K 0.01%
112
-35,954
90
$11K 0.01%
90
91
$10K 0.01%
165
92
$10K 0.01%
75
93
$10K 0.01%
200
94
$9K 0.01%
397
95
$8K 0.01%
74
-10,064
96
$7K 0.01%
400
97
$5K 0.01%
226
98
$4K ﹤0.01%
60
99
$3K ﹤0.01%
55
100
$3K ﹤0.01%
130
2 3
4
5 6