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
$59M
AUM Growth
-$2.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.55M
3
+$771K
4
VIPS icon
Vipshop
VIPS
+$552K
5
AUY
Yamana Gold, Inc.
AUY
+$509K

Top Sells

1
+$1.84M
2
+$1.45M
3
+$1.25M
4
AVP
Avon Products, Inc.
AVP
+$1.07M
5
DXCM icon
DexCom
DXCM
+$1.06M

Sector Composition

1 Technology 15.49%
2 Consumer Staples 14.84%
3 Healthcare 11.01%
4 Energy 10.93%
5 Financials 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.92M 4.95%
71,788
+2,611
2
$2.88M 4.89%
92,712
-9,492
3
$2.71M 4.6%
37,320
+200
4
$2.28M 3.86%
59,388
+640
5
$2.21M 3.75%
28,139
+829
6
$1.9M 3.22%
13,715
+277
7
$1.87M 3.18%
17,871
+536
8
$1.74M 2.94%
36,656
+942
9
$1.7M 2.88%
33,192
+1,540
10
$1.68M 2.85%
+20,497
11
$1.67M 2.83%
28,484
+1,541
12
$1.66M 2.81%
150,002
+10,485
13
$1.59M 2.7%
15,831
+874
14
$1.59M 2.69%
13,356
+1,191
15
$1.55M 2.63%
+30,979
16
$1.5M 2.55%
41,413
+2,510
17
$1.49M 2.52%
29,909
+1,848
18
$1.44M 2.45%
26,633
-204
19
$1.43M 2.42%
151,069
+12,772
20
$1.43M 2.42%
100,735
+6,718
21
$1.29M 2.19%
12,840
+768
22
$1.25M 2.12%
22,980
+1,822
23
$1.21M 2.05%
17,430
+1,509
24
$949K 1.61%
5,463
-765
25
$901K 1.53%
42,576
+540
1
2 3 4 5