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
$63.2M
AUM Growth
+$2.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$1.58M
3
+$1.51M
4
MSFG
MainSource Financial Group Inc
MSFG
+$686K
5
TWTR
Twitter, Inc.
TWTR
+$653K

Top Sells

1
+$2.61M
2
+$1.92M
3
+$1.26M
4
KR icon
Kroger
KR
+$1.05M
5
ABT icon
Abbott
ABT
+$1.01M

Sector Composition

1 Technology 16.75%
2 Financials 14.69%
3 Consumer Staples 14.49%
4 Energy 9.02%
5 Materials 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-11,865
102
– –
-224,580
103
– –
-3,900
104
– –
-29,066
105
– –
-16,515
106
$0 ﹤0.01%
16
107
– –
-5,130
108
– –
-100
109
– –
-240
110
– –
-73
111
– –
-35
112
– –
-40
113
– –
-225
114
$0 ﹤0.01%
200
115
– –
-16,728
116
$0 ﹤0.01%
12
117
$0 ﹤0.01%
10
118
$0 ﹤0.01%
4
119
– –
-3,306
1 2 3 4
5