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
$66.1M
AUM Growth
+$2.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$2.54M
3
+$2.5M
4
HP icon
Helmerich & Payne
HP
+$2.17M
5
TPR icon
Tapestry
TPR
+$2.1M

Top Sells

1
+$3.14M
2
+$2.17M
3
+$2.16M
4
SBUX icon
Starbucks
SBUX
+$2.06M
5
DD
Du Pont De Nemours E I
DD
+$2.03M

Sector Composition

1 Energy 18.83%
2 Technology 17.37%
3 Financials 15.88%
4 Industrials 8.84%
5 Consumer Staples 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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-18,275
102
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103
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104
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-26,511
105
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-168,168
106
– –
-14,419
107
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-34,402
108
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-160
109
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-175
110
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-265
111
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-21,977
112
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0
113
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114
$0 ﹤0.01%
200
115
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-1,439
116
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-275
117
$0 ﹤0.01%
12
118
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119
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-14,739
120
$0 ﹤0.01%
10
121
– –
-28,370
122
$0 ﹤0.01%
5
+1
1 2 3 4
5