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
$62.7M
AUM Growth
+$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$1.63M
2 +$1.57M
3 +$1.51M
4
MS icon
Morgan Stanley
MS
+$645K
5
DISCA
Discovery, Inc. Series A Common Stock
DISCA
+$626K

Top Sells

1 +$1.29M
2 +$1.09M
3 +$723K
4
NXPI icon
NXP Semiconductors
NXPI
+$659K
5
BTU
PEABODY ENERGY CORP COM STK NEW (DE)
BTU
+$607K

Sector Composition

1 Technology 20.56%
2 Consumer Staples 11.23%
3 Healthcare 11.09%
4 Financials 11.04%
5 Industrials 10.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-8,205
127
$0 ﹤0.01%
16
128
-100