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
$83.2M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$3.2M
3
+$2.74M
4
TROW icon
T. Rowe Price
TROW
+$2.6M
5
NE
Noble Corporation
NE
+$1.43M

Top Sells

1
+$2.68M
2
+$792K
3
+$509K
4
INBK icon
First Internet Bancorp
INBK
+$323K
5
RRC icon
Range Resources
RRC
+$206K

Sector Composition

1 Financials 25.34%
2 Technology 14.96%
3 Industrials 13.15%
4 Healthcare 11.18%
5 Energy 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-17,108
102
– –
-16
103
– –
-40,000
104
– –
-5,312
105
– –
-100
106
– –
-31
107
$0 ﹤0.01%
10
108
– –
-2,250
109
$0 ﹤0.01%
200
110
– –
-43,440
111
– –
-2,000
112
$0 ﹤0.01%
12
113
– –
-4,988
114
$0 ﹤0.01%
10
115
– –
-1,600
116
$0 ﹤0.01%
3
117
– –
0
1 2 3 4
5