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
$89.2M
AUM Growth
+$7.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$6.48M
2
+$4.64M
3
+$3.44M
4
WMT icon
Walmart
WMT
+$3.27M
5
STLD icon
Steel Dynamics
STLD
+$3.16M

Top Sells

1
+$10.8M
2
+$4.85M
3
+$3.09M
4
PTON icon
Peloton Interactive
PTON
+$2.44M
5
DOCU icon
DocuSign
DOCU
+$2.41M

Sector Composition

1 Consumer Discretionary 20.57%
2 Consumer Staples 14.77%
3 Materials 11.91%
4 Healthcare 7.43%
5 Industrials 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$32K 0.04%
239
77
$30K 0.03%
1,391
-101,518
78
$29K 0.03%
1,253
79
$26K 0.03%
752
80
$24K 0.03%
411
-12
81
$20K 0.02%
758
+32
82
$18K 0.02%
300
83
$15K 0.02%
+250
84
$15K 0.02%
100
85
$13K 0.01%
200
86
$11K 0.01%
75
87
$11K 0.01%
165
88
$9K 0.01%
397
89
$8K 0.01%
74
90
$7K 0.01%
61
-42,287
91
$6K 0.01%
400
92
$5K 0.01%
226
93
$5K 0.01%
190
+60
94
$4K ﹤0.01%
60
95
$4K ﹤0.01%
28
96
$4K ﹤0.01%
320
97
$4K ﹤0.01%
+20
98
$3K ﹤0.01%
+5
99
$3K ﹤0.01%
40
100
$3K ﹤0.01%
55
2 3
4
5 6