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
$114M
AUM Growth
-$58.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$4.32M
3
+$3.9M
4
GLD icon
SPDR Gold Trust
GLD
+$1.07M
5
DO
Diamond Offshore Drilling, Inc.
DO
+$555K

Top Sells

1
+$6.45M
2
+$5.14M
3
+$5.11M
4
MS icon
Morgan Stanley
MS
+$4.4M
5
USB icon
US Bancorp
USB
+$4.16M

Sector Composition

1 Materials 14.24%
2 Healthcare 13%
3 Energy 11.31%
4 Financials 10.78%
5 Communication Services 10.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$97K 0.09%
566
77
$96K 0.08%
2,461
-131,096
78
$95K 0.08%
2,650
-5,060
79
$92K 0.08%
554
80
$91K 0.08%
2,810
+107
81
$89K 0.08%
+1,958
82
$86K 0.08%
1,204
83
$85K 0.07%
621
+2
84
$85K 0.07%
860
+818
85
$84K 0.07%
547
+24
86
$78K 0.07%
4,214
87
$73K 0.06%
884
-78,161
88
$71K 0.06%
793
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89
$70K 0.06%
985
-6,565
90
$65K 0.06%
+3,436
91
$63K 0.06%
580
92
$61K 0.05%
3,938
93
$54K 0.05%
974
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94
$46K 0.04%
191
95
$40K 0.04%
2,691
96
$36K 0.03%
876
-2,751
97
$34K 0.03%
351
98
$34K 0.03%
150
99
$31K 0.03%
+400
100
$31K 0.03%
1,395
2 3
4
5 6