KIG

Kessler Investment Group Portfolio holdings

AUM $211M
1-Year Est. Return 48.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+48.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$36.6M
AUM Growth
+$2.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.11M
3
+$1.02M
4
HAR
Harman International Industries
HAR
+$975K
5
JOY
Joy Global Inc
JOY
+$966K

Top Sells

1
+$1.61M
2
+$1.52M
3
+$1.02M
4
MRK icon
Merck
MRK
+$956K
5
DD
Du Pont De Nemours E I
DD
+$952K

Sector Composition

1 Technology 19.42%
2 Financials 14.93%
3 Healthcare 13.68%
4 Materials 8.49%
5 Industrials 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2K 0.01%
+46
152
$2K 0.01%
+24
153
$2K 0.01%
+80
154
$2K 0.01%
+50
155
$2K 0.01%
+100
156
$2K 0.01%
+170
157
$2K 0.01%
+52
158
$2K 0.01%
+24
159
$1K ﹤0.01%
+60
160
$1K ﹤0.01%
+25
161
$1K ﹤0.01%
+400
162
$1K ﹤0.01%
+20
163
$1K ﹤0.01%
+30
164
$1K ﹤0.01%
+26
165
$1K ﹤0.01%
+50
166
– –
-31,041
167
– –
-5,620
168
– –
-8,880
169
$0 ﹤0.01%
+1
170
– –
-4,183
171
– –
-60
172
– –
-41,761
173
– –
-2,995
174
– –
-5
175
– –
-127,769
4 5 6
7
8