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

Top Buys

1
+$1.73M
2
+$1.62M
3
+$1.61M
4
MS icon
Morgan Stanley
MS
+$633K
5
WBD icon
Warner Bros
WBD
+$621K

Top Sells

1
+$1.29M
2
+$1.09M
3
+$879K
4
GDP
GOODRICH PETROLEUM CORP(NEW)
GDP
+$723K
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%
79
102
$2K ﹤0.01%
31
103
$2K ﹤0.01%
+71
104
$2K ﹤0.01%
275
105
$1K ﹤0.01%
31
106
$1K ﹤0.01%
13
-8,571
107
$1K ﹤0.01%
+105
108
– –
-18,744
109
– –
-756
110
– –
-5,952
111
$0 ﹤0.01%
200
112
– –
-22
113
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-325
114
– –
-100
115
$0 ﹤0.01%
16
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-8,205
117
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118
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119
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-518
120
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-26
121
– –
-4,561
122
$0 ﹤0.01%
12
-33
123
– –
-12,840
124
$0 ﹤0.01%
10
125
– –
-3,030
2 3 4
5
6