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 		Capital Flow
1
$2.55M 4.73%
127,120
+336
2
$2.36M 4.39%
63,203
+4,799
3
$2.15M 3.99%
34,836
+2,418
4
$2.11M 3.91%
+46,287
5
$1.95M 3.61%
+25,255
6
$1.79M 3.32%
35,116
+1,691
7
$1.56M 2.9%
59,720
+5,913
8
$1.47M 2.73%
+40,034
9
$1.42M 2.64%
18,672
+1,450
10
$1.38M 2.55%
16,798
+1,179
11
$1.27M 2.35%
13,828
-679
12
$1.26M 2.33%
+17,043
13
$1.24M 2.31%
+18,729
14
$1.21M 2.25%
+125,409
15
$1.21M 2.24%
+16,238
16
$1.2M 2.22%
+30,512
17
$1.19M 2.22%
+23,393
18
$1.19M 2.21%
+22,709
19
$1.17M 2.17%
+118,025
20
$1.17M 2.16%
18,088
+620
21
$1.1M 2.04%
+18,997
22
$1.01M 1.87%
23,842
+2,776
23
– –
0
24
$917K 1.7%
16,775
+54
25
$906K 1.68%
58,215
+1,544
1
2 3 4 5