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
$119M
AUM Growth
-$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$1.77M
3
+$1.13M
4
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$812K
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$598K

Top Sells

1
+$7.79M
2
+$6.36M
3
+$5.65M
4
PHM icon
Pultegroup
PHM
+$5.64M
5
BF.A icon
Brown-Forman Class A
BF.A
+$1.09M

Sector Composition

1 Technology 24.17%
2 Communication Services 15.67%
3 Healthcare 15.58%
4 Materials 13.19%
5 Energy 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.7K ﹤0.01%
190
127
$4.49K ﹤0.01%
69
+15
128
$4.47K ﹤0.01%
107
-39
129
$4.42K ﹤0.01%
127
+31
130
$3.7K ﹤0.01%
60
131
$3.68K ﹤0.01%
304
132
$3.1K ﹤0.01%
28
133
$2.65K ﹤0.01%
11
134
$2.46K ﹤0.01%
+169
135
$2.24K ﹤0.01%
53
136
$2.23K ﹤0.01%
4
137
$2.14K ﹤0.01%
65
138
$2.04K ﹤0.01%
5
139
$1.48K ﹤0.01%
90
-5
140
$1.38K ﹤0.01%
3
141
$1.03K ﹤0.01%
15
142
$999 ﹤0.01%
6
143
$833 ﹤0.01%
67
144
$519 ﹤0.01%
273
-4
145
$453 ﹤0.01%
18
146
$378 ﹤0.01%
10
147
$360 ﹤0.01%
2
148
$320 ﹤0.01%
6
149
$265 ﹤0.01%
1
150
$263 ﹤0.01%
1
4 5
6
7 8