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
$89.2M
AUM Growth
+$7.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$6.48M
2
+$4.64M
3
+$3.44M
4
WMT icon
Walmart Inc
WMT
+$3.27M
5
STLD icon
Steel Dynamics
STLD
+$3.16M

Top Sells

1
+$10.8M
2
+$4.85M
3
+$3.09M
4
PTON icon
Peloton Interactive
PTON
+$2.44M
5
DOCU icon
DocuSign
DOCU
+$2.41M

Sector Composition

1 Consumer Discretionary 20.57%
2 Consumer Staples 14.77%
3 Materials 11.91%
4 Healthcare 7.43%
5 Industrials 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-12,548
127
– –
-6
128
– –
-5,827
129
$0 ﹤0.01%
1
130
– –
-36
131
– –
-1,000
132
$0 ﹤0.01%
200
133
– –
-135,409
134
– –
-49,491
135
– –
-2
2 3 4 5
6