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
1
$2.16M 5.9%
126,784
-11,340
2
$1.94M 5.31%
58,404
-1,088
3
$1.8M 4.93%
32,418
-17,440
4
$1.71M 4.67%
230,040
-7,031
5
$1.68M 4.6%
33,425
-7,596
6
$1.43M 3.9%
+71,071
7
$1.26M 3.44%
14,507
+703
8
$1.19M 3.24%
17,222
-5,366
9
$1.15M 3.14%
12,825
-1,178
10
$1.1M 3.01%
+53,807
11
$1.07M 2.93%
89
-21
12
$1.06M 2.91%
+17,468
13
$1.03M 2.83%
+15,619
14
$966K 2.64%
+18,935
15
$897K 2.45%
79,899
-21,036
16
$870K 2.38%
21,066
-1,304
17
$840K 2.3%
31,476
+1,637
18
$840K 2.3%
16,721
-8,467
19
$789K 2.16%
12,647
+594
20
$782K 2.14%
56,671
-38,710
21
$659K 1.8%
10,484
-678
22
$650K 1.78%
14,540
-8,543
23
$640K 1.75%
+38,046
24
$571K 1.56%
+12,491
25
$569K 1.56%
22,732
+22,232
1
2 3 4 5