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
$62.7M
AUM Growth
+$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.57M
3
+$1.51M
4
MS icon
Morgan Stanley
MS
+$645K
5
DISCA
Discovery, Inc. Series A Common Stock
DISCA
+$626K

Top Sells

1
+$1.29M
2
+$1.09M
3
+$723K
4
NXPI icon
NXP Semiconductors
NXPI
+$659K
5
BTU
PEABODY ENERGY CORP COM STK NEW (DE)
BTU
+$607K

Sector Composition

1 Technology 20.56%
2 Consumer Staples 11.23%
3 Healthcare 11.09%
4 Financials 11.04%
5 Industrials 10.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2K ﹤0.01%
275
102
$2K ﹤0.01%
+71
103
$2K ﹤0.01%
31
104
$2K ﹤0.01%
79
105
$1K ﹤0.01%
+105
106
$1K ﹤0.01%
13
-8,571
107
$1K ﹤0.01%
31
108
– –
-203,749
109
– –
-8,227
110
$0 ﹤0.01%
4
111
– –
-3,030
112
$0 ﹤0.01%
10
113
– –
-12,840
114
$0 ﹤0.01%
12
-33
115
– –
-4,561
116
– –
-26
117
– –
-325
118
– –
-22
119
$0 ﹤0.01%
200
120
– –
-5,952
121
– –
-756
122
– –
-18,744
123
– –
-518
124
– –
-324
125
– –
-111
2 3 4
5
6