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
$93.3M
AUM Growth
+$4.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$5.17M
2
+$2.59M
3
+$2.57M
4
TNL icon
Travel + Leisure Co
TNL
+$2.55M
5
XOM icon
Exxon Mobil
XOM
+$2.54M

Top Sells

1
+$11.9M
2
+$3.78M
3
+$3.47M
4
THO icon
Thor Industries
THO
+$2.9M
5
PG icon
Procter & Gamble
PG
+$2.41M

Sector Composition

1 Consumer Discretionary 18.06%
2 Materials 16.47%
3 Healthcare 13.35%
4 Consumer Staples 8.46%
5 Industrials 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$35K 0.04%
239
77
$35K 0.04%
75
78
$34K 0.04%
1,391
79
$32K 0.03%
752
80
$29K 0.03%
1,134
-2,393
81
$26K 0.03%
370
-41
82
$18K 0.02%
300
83
$16K 0.02%
250
84
$15K 0.02%
200
85
$14K 0.02%
607
+381
86
$14K 0.02%
165
87
$14K 0.02%
+41
88
$14K 0.02%
+82
89
$13K 0.01%
100
90
$12K 0.01%
379
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91
$11K 0.01%
84
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92
$11K 0.01%
75
93
$9K 0.01%
400
94
$9K 0.01%
397
95
$9K 0.01%
74
96
$6K 0.01%
190
97
$5K 0.01%
30
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98
$5K 0.01%
28
99
$5K 0.01%
60
100
$4K ﹤0.01%
42
2 3
4
5 6