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
151
$3K ﹤0.01%
26
152
$3K ﹤0.01%
190
+95
153
$3K ﹤0.01%
96
-135
154
$3K ﹤0.01%
61
-136
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$3K ﹤0.01%
60
156
$2K ﹤0.01%
2
157
$2K ﹤0.01%
202
158
$2K ﹤0.01%
65
159
$2K ﹤0.01%
639
160
$2K ﹤0.01%
212
161
$2K ﹤0.01%
4
162
$2K ﹤0.01%
53
163
$1K ﹤0.01%
118
164
$1K ﹤0.01%
19
-119
165
$1K ﹤0.01%
+72
166
$1K ﹤0.01%
9
167
$1K ﹤0.01%
3
168
$1K ﹤0.01%
281
169
$1K ﹤0.01%
45
170
$1K ﹤0.01%
67
171
$0 ﹤0.01%
340
172
$0 ﹤0.01%
200
173
$0 ﹤0.01%
1
174
$0 ﹤0.01%
+9
175
– –
-15,264
4 5 6
7
8