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
$89.2M
AUM Growth
+$7.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$6.48M
2
+$4.64M
3
+$3.44M
4
WMT icon
Walmart
WMT
+$3.27M
5
STLD icon
Steel Dynamics
STLD
+$3.16M

Top Sells

1
+$10.8M
2
+$4.85M
3
+$3.09M
4
PTON icon
Peloton Interactive
PTON
+$2.44M
5
DOCU icon
DocuSign
DOCU
+$2.41M

Sector Composition

1 Consumer Discretionary 20.57%
2 Consumer Staples 14.77%
3 Materials 11.91%
4 Healthcare 7.43%
5 Industrials 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3K ﹤0.01%
42
102
$2K ﹤0.01%
349
103
$2K ﹤0.01%
42
-5,603
104
$2K ﹤0.01%
65
105
$1K ﹤0.01%
2,000
106
$1K ﹤0.01%
20
107
$1K ﹤0.01%
+25
108
$1K ﹤0.01%
7
-83
109
– –
-2
110
– –
-49,491
111
– –
-135,409
112
$0 ﹤0.01%
200
113
– –
-1,000
114
– –
-36
115
$0 ﹤0.01%
1
116
– –
-5,827
117
– –
-6
118
– –
-6,274
119
– –
-10,820
120
– –
0
121
– –
-893
122
– –
-370
123
– –
-1,889
124
– –
-400
125
– –
-42,161
2 3 4
5
6