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
$82.2M
AUM Growth
+$5.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1 +$4.35M
2 +$3.06M
3 +$2.9M
4
BYND icon
Beyond Meat
BYND
+$2.71M
5
EL icon
Estee Lauder
EL
+$2.46M

Top Sells

1 +$4.84M
2 +$4.19M
3 +$4.15M
4
DIS icon
Walt Disney
DIS
+$3.85M
5
GE icon
GE Aerospace
GE
+$3.76M

Sector Composition

1 Consumer Discretionary 24.48%
2 Consumer Staples 11.14%
3 Technology 9.97%
4 Industrials 7.05%
5 Healthcare 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,890
127
-969
128
0
129
-3,965
130
-3,507
131
$0 ﹤0.01%
1
132
$0 ﹤0.01%
200
133
-328
134
$0 ﹤0.01%
2