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
$82.2M
AUM Growth
+$5.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$3.06M
3
+$2.9M
4
BYND icon
Beyond Meat
BYND
+$2.71M
5
EL icon
Estee Lauder
EL
+$2.46M

Top Sells

1
+$4.84M
2
+$4.19M
3
+$4.15M
4
DIS icon
Walt Disney
DIS
+$3.85M
5
GE icon
GE Aerospace
GE
+$3.76M

Sector Composition

1 Consumer Discretionary 24.48%
2 Consumer Staples 11.14%
3 Technology 9.97%
4 Industrials 7.05%
5 Healthcare 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3K ﹤0.01%
40
-43,060
102
$3K ﹤0.01%
+320
103
$3K ﹤0.01%
28
104
$2K ﹤0.01%
42
105
$2K ﹤0.01%
65
106
$2K ﹤0.01%
349
107
$1K ﹤0.01%
20
108
$1K ﹤0.01%
6
-1,071
109
$1K ﹤0.01%
+1,000
110
$1K ﹤0.01%
2,000
111
– –
-6,347
112
– –
-40,412
113
– –
-6,376
114
– –
-37,183
115
– –
-653
116
– –
-1,270
117
– –
-94,918
118
– –
-16,344
119
– –
-75,991
120
– –
-14,938
121
– –
-19,281
122
– –
-325
123
– –
-358,577
124
– –
-113,551
125
– –
-1,556
2 3 4
5
6