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
$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
+$1.1M
3
+$1.06M
4
HAR
Harman International Industries
HAR
+$1.03M
5
JOY
Joy Global Inc
JOY
+$966K

Top Sells

1
+$1.61M
2
+$1.52M
3
+$1.02M
4
DD
Du Pont De Nemours E I
DD
+$970K
5
MRK icon
Merck
MRK
+$954K

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
176
– –
-12,025
177
– –
-31,041
178
– –
-2,718
179
– –
-269
180
$0 ﹤0.01%
+66
181
– –
-98
182
– –
-3,547
183
– –
-5,620
184
– –
-2,674
185
– –
-7,553
186
– –
-7,956
187
– –
-218
188
– –
-9,944
189
– –
-2,909
190
– –
-200
191
– –
-29,932
192
$0 ﹤0.01%
10
193
$0 ﹤0.01%
+111
194
$0 ﹤0.01%
1
4 5 6 7
8