KIG

Kessler Investment Group Portfolio holdings

AUM $237M
1-Year Est. Return 43.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+43.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$36.6M
AUM Growth
+$2.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1 +$1.43M
2 +$1.11M
3 +$1.02M
4
HAR
Harman International Industries
HAR
+$975K
5
JOY
Joy Global Inc
JOY
+$966K

Top Sells

1 +$1.61M
2 +$1.52M
3 +$1.02M
4
MRK icon
Merck
MRK
+$956K
5
DD
Du Pont De Nemours E I
DD
+$952K

Sector Composition

1 Technology 19.42%
2 Financials 14.93%
3 Healthcare 13.68%
4 Materials 8.49%
5 Industrials 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$13K 0.04%
+250
102
$13K 0.04%
+400
103
$12K 0.03%
+143
104
$12K 0.03%
507
+300
105
$12K 0.03%
+550
106
$11K 0.03%
+100
107
$10K 0.03%
+100
108
$10K 0.03%
+350
109
$10K 0.03%
+463
110
$10K 0.03%
+150
111
$10K 0.03%
+450
112
$9K 0.02%
+200
113
$8K 0.02%
183
-3,836
114
$8K 0.02%
+100
115
$8K 0.02%
+376
116
$8K 0.02%
+971
117
$8K 0.02%
+220
118
$8K 0.02%
105
+20
119
$8K 0.02%
+123
120
$8K 0.02%
+120
121
$7K 0.02%
104
+46
122
$7K 0.02%
690
123
$7K 0.02%
351
124
$7K 0.02%
+42
125
$7K 0.02%
+100