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
$56.8M
AUM Growth
+$9.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$1.38M
3
+$1.38M
4
MJN
Mead Johnson Nutrition Company
MJN
+$1.06M
5
WFC icon
Wells Fargo
WFC
+$1.03M

Top Sells

1
+$2.2M
2
+$1.29M
3
+$665K
4
ALSN icon
Allison Transmission
ALSN
+$659K
5
ECYT
Endocyte, Inc. Common Stock
ECYT
+$198K

Sector Composition

1 Technology 16.87%
2 Industrials 16.51%
3 Financials 13.66%
4 Consumer Staples 9.81%
5 Healthcare 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1K ﹤0.01%
200
102
– –
-6,904
103
$0 ﹤0.01%
5
104
– –
-4,830
105
$0 ﹤0.01%
2
-150
106
– –
-8,331
107
$0 ﹤0.01%
10
108
– –
-7,300
109
– –
-3,250
110
– –
-100
111
– –
-63,129
112
$0 ﹤0.01%
16
1 2 3 4
5