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
$93.3M
AUM Growth
+$4.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$5.17M
2
+$2.59M
3
+$2.57M
4
TNL icon
Travel + Leisure Co
TNL
+$2.55M
5
XOM icon
Exxon Mobil
XOM
+$2.54M

Top Sells

1
+$11.9M
2
+$3.78M
3
+$3.47M
4
THO icon
Thor Industries
THO
+$2.9M
5
PG icon
Procter & Gamble
PG
+$2.41M

Sector Composition

1 Consumer Discretionary 18.06%
2 Materials 16.47%
3 Healthcare 13.35%
4 Consumer Staples 8.46%
5 Industrials 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4K ﹤0.01%
55
102
$4K ﹤0.01%
40
103
$4K ﹤0.01%
19
-1
104
$4K ﹤0.01%
349
105
$3K ﹤0.01%
5
106
$3K ﹤0.01%
42
107
$2K ﹤0.01%
20
108
$2K ﹤0.01%
65
109
$2K ﹤0.01%
+10
110
$1K ﹤0.01%
7
111
$1K ﹤0.01%
25
112
– –
-5,835
113
– –
-20,919
114
– –
-10,998
115
– –
-7,270
116
– –
-949
117
– –
-70,943
118
– –
-2,000
119
– –
-1,253
120
$0 ﹤0.01%
200
121
$0 ﹤0.01%
1
122
– –
-5,588
123
– –
-1,119
124
– –
0
125
– –
-30,401
2 3 4
5
6