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
$62.7M
AUM Growth
+$3.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.57M
3
+$1.51M
4
MS icon
Morgan Stanley
MS
+$645K
5
DISCA
Discovery, Inc. Series A Common Stock
DISCA
+$626K

Top Sells

1
+$1.29M
2
+$1.09M
3
+$723K
4
NXPI icon
NXP Semiconductors
NXPI
+$659K
5
BTU
PEABODY ENERGY CORP COM STK NEW (DE)
BTU
+$607K

Sector Composition

1 Technology 20.56%
2 Consumer Staples 11.23%
3 Healthcare 11.09%
4 Financials 11.04%
5 Industrials 10.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.22M 5.14%
73,008
+1,220
2
$3.15M 5.02%
37,669
+349
3
$2.79M 4.46%
89,112
-3,600
4
$2.31M 3.68%
28,617
+478
5
$2.08M 3.31%
18,201
+330
6
$1.95M 3.12%
29,074
+590
7
$1.94M 3.09%
36,113
-543
8
$1.85M 2.95%
41,518
+105
9
$1.78M 2.85%
13,599
-116
10
$1.77M 2.83%
33,910
+718
11
$1.76M 2.81%
13,803
+447
12
$1.73M 2.76%
152,777
+2,775
13
$1.7M 2.71%
20,836
+339
14
$1.63M 2.6%
+53,558
15
$1.61M 2.57%
44,397
+13,418
16
$1.6M 2.55%
154,314
+3,245
17
$1.57M 2.51%
+30,330
18
$1.55M 2.47%
15,904
+73
19
$1.51M 2.41%
+21,631
20
$1.43M 2.29%
105,123
+4,388
21
$1.39M 2.22%
29,879
-30
22
$1.32M 2.11%
23,515
+535
23
$1.28M 2.04%
26,327
-306
24
$1.13M 1.8%
17,257
-173
25
$1.1M 1.76%
44,879
-93
1
2 3 4 5