KIG

Kessler Investment Group Portfolio holdings

AUM $211M
1-Year Est. Return 48.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+48.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$53.9M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1 +$1.98M
2 +$1.68M
3 +$1.23M
4
SBUX icon
Starbucks
SBUX
+$1.21M
5
AIG icon
American International
AIG
+$1.17M

Top Sells

1 +$1.43M
2 +$1.16M
3 +$1.12M
4
SDRL
Seadrill Limited Common Stock
SDRL
+$1.07M
5
JOY
Joy Global Inc
JOY
+$1.04M

Sector Composition

1 Technology 20.63%
2 Financials 19.33%
3 Industrials 9.85%
4 Healthcare 8.99%
5 Consumer Discretionary 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-100
127
-2,058
128
-33
129
-2,989
130
-60
131
-350
132
-132
133
-463
134
-500
135
-25
136
-150
137
-734
138
-143
139
-291
140
-420
141
-250
142
-50
143
-1,194
144
-507
145
-1,503
146
-581
147
-1,732
148
-56
149
-419
150
-70