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
$114M
AUM Growth
-$58.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$4.32M
3
+$3.9M
4
GLD icon
SPDR Gold Trust
GLD
+$1.07M
5
DO
Diamond Offshore Drilling, Inc.
DO
+$555K

Top Sells

1
+$6.45M
2
+$5.14M
3
+$5.11M
4
MS icon
Morgan Stanley
MS
+$4.4M
5
USB icon
US Bancorp
USB
+$4.16M

Sector Composition

1 Materials 14.24%
2 Healthcare 13%
3 Energy 11.31%
4 Financials 10.78%
5 Communication Services 10.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$31K 0.03%
2,525
102
$29K 0.03%
752
103
$24K 0.02%
94
+76
104
$24K 0.02%
400
+200
105
$23K 0.02%
1,021
106
$21K 0.02%
12
107
$20K 0.02%
90
-951
108
$19K 0.02%
299
109
$19K 0.02%
+1,265
110
$18K 0.02%
313
+213
111
$18K 0.02%
30
-30
112
$17K 0.01%
425
+401
113
$16K 0.01%
75
114
$16K 0.01%
250
115
$14K 0.01%
100
116
$13K 0.01%
374
-94,060
117
$12K 0.01%
127
-219
118
$12K 0.01%
309
+6
119
$11K 0.01%
165
120
$11K 0.01%
+400
121
$11K 0.01%
300
+200
122
$11K 0.01%
74
123
$10K 0.01%
219
+27
124
$10K 0.01%
379
125
$10K 0.01%
+96
3 4
5
6 7