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
$119M
AUM Growth
-$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$1.77M
3
+$1.13M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$812K
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$598K

Top Sells

1
+$7.79M
2
+$6.36M
3
+$5.65M
4
PHM icon
Pultegroup
PHM
+$5.64M
5
BF.A icon
Brown-Forman Class A
BF.A
+$1.09M

Sector Composition

1 Technology 24.17%
2 Communication Services 15.67%
3 Healthcare 15.58%
4 Materials 13.19%
5 Energy 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$100K 0.08%
3,315
77
$99.3K 0.08%
+7,396
78
$94.1K 0.08%
1,450
79
$94K 0.08%
1,171
80
$92.3K 0.08%
373
81
$88.2K 0.07%
4,475
82
$76.5K 0.06%
580
83
$73.8K 0.06%
3,089
84
$66.1K 0.06%
3,809
85
$65.2K 0.05%
4,802
+38
86
$64.8K 0.05%
3,766
-807
87
$62.1K 0.05%
1,519
88
$59.9K 0.05%
559
89
$45.7K 0.04%
1,700
90
$38.3K 0.03%
150
91
$35.5K 0.03%
142
-1
92
$24.7K 0.02%
30
93
$23.2K 0.02%
400
94
$22.2K 0.02%
157
95
$21.2K 0.02%
1,508
96
$21.1K 0.02%
125
97
$20.4K 0.02%
119
98
$18.4K 0.02%
200
99
$16.9K 0.01%
342
+139
100
$16.5K 0.01%
170
2 3
4
5 6