KIG

Kessler Investment Group Portfolio holdings

AUM $237M
1-Year Est. Return 43.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+43.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$53.9M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1 +$1.98M
2 +$1.68M
3 +$1.23M
4
SBUX icon
Starbucks
SBUX
+$1.21M
5
AIG icon
American International
AIG
+$1.17M

Top Sells

1 +$1.43M
2 +$1.16M
3 +$1.12M
4
SDRL
Seadrill Limited Common Stock
SDRL
+$1.07M
5
JOY
Joy Global Inc
JOY
+$1.04M

Sector Composition

1 Technology 20.63%
2 Financials 19.33%
3 Industrials 9.85%
4 Healthcare 8.99%
5 Consumer Discretionary 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
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