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
$56.8M
AUM Growth
+$9.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$1.38M
3
+$1.38M
4
MJN
Mead Johnson Nutrition Company
MJN
+$1.06M
5
WFC icon
Wells Fargo
WFC
+$1.03M

Top Sells

1
+$2.2M
2
+$1.29M
3
+$665K
4
ALSN icon
Allison Transmission
ALSN
+$659K
5
ECYT
Endocyte, Inc. Common Stock
ECYT
+$198K

Sector Composition

1 Technology 16.87%
2 Industrials 16.51%
3 Financials 13.66%
4 Consumer Staples 9.81%
5 Healthcare 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.91M 5.12%
69,795
+2,724
2
$2.5M 4.39%
107,440
+676
3
$2.44M 4.29%
+32,871
4
$2.32M 4.09%
37,328
+234
5
$2.26M 3.98%
58,348
-3,684
6
$2.11M 3.72%
26,289
-122
7
$2M 3.51%
12,932
+8,947
8
$1.53M 2.69%
19,822
+352
9
$1.52M 2.67%
14,519
-56
10
$1.46M 2.57%
16,543
+17
11
$1.41M 2.49%
92,442
+1,836
12
$1.38M 2.43%
16,090
+396
13
$1.38M 2.43%
+38,469
14
$1.37M 2.41%
25,085
+501
15
$1.34M 2.36%
126,489
+1,421
16
$1.29M 2.27%
33,342
+840
17
$1.29M 2.26%
134,809
+1,447
18
$1.27M 2.23%
10,073
+260
19
$1.26M 2.22%
15,904
-342
20
$1.23M 2.17%
24,907
+157
21
$1.11M 1.95%
134,954
+55,729
22
$1.06M 1.86%
+11,355
23
$1.03M 1.82%
+19,681
24
$1.03M 1.81%
+70,484
25
$1.01M 1.78%
+14,835
1
2 3 4 5