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
126
$9K 0.01%
608
+304
127
$9K 0.01%
409
128
$9K 0.01%
500
129
$8K 0.01%
193
-22,286
130
$8K 0.01%
182
-1,353
131
$8K 0.01%
102
-69
132
$7K 0.01%
41
133
$6K 0.01%
126
134
$6K 0.01%
75
+29
135
$6K 0.01%
144
-10
136
$6K 0.01%
300
-97
137
$6K 0.01%
106
138
$5K ﹤0.01%
30
139
$5K ﹤0.01%
57
-30
140
$4K ﹤0.01%
55
141
$4K ﹤0.01%
190
142
$4K ﹤0.01%
12
143
$4K ﹤0.01%
17
144
$4K ﹤0.01%
63
+5
145
$4K ﹤0.01%
28
146
$3K ﹤0.01%
34
-43,478
147
$3K ﹤0.01%
400
148
$3K ﹤0.01%
19
149
$3K ﹤0.01%
238
150
$3K ﹤0.01%
48
4 5
6
7 8