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 Inc
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%
+50
102
$2K ﹤0.01%
65
103
$2K ﹤0.01%
84
-11,206
104
$2K ﹤0.01%
349
105
$1K ﹤0.01%
7
-83
106
$1K ﹤0.01%
+25
107
$1K ﹤0.01%
20
108
$1K ﹤0.01%
2,000
109
– –
-22,380
110
– –
-2,500
111
– –
-880
112
– –
-2,013
113
– –
-9,045
114
– –
-13,995
115
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-11,315
116
– –
-1,000
117
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-59,752
118
– –
-1,333
119
– –
-42,161
120
– –
-400
121
– –
-1,889
122
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-370
123
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-893
124
– –
0
125
– –
-21,640
2 3 4
5
6