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
$60.7M
AUM Growth
-$1.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.76M
3
+$1.71M
4
CAG icon
Conagra Brands
CAG
+$1.7M
5
HIG icon
Hartford Financial Services
HIG
+$1.65M

Top Sells

1
+$2.79M
2
+$1.95M
3
+$1.77M
4
HBAN icon
Huntington Bancshares
HBAN
+$1.73M
5
JCI icon
Johnson Controls International
JCI
+$1.57M

Sector Composition

1 Technology 17.47%
2 Consumer Staples 16.97%
3 Financials 14.27%
4 Healthcare 8.94%
5 Communication Services 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.29M 5.42%
74,404
+1,396
2
$3.01M 4.96%
35,950
-1,719
3
$2.61M 4.3%
224,580
+119,457
4
$2.22M 3.65%
28,846
+229
5
$1.95M 3.21%
34,314
-1,799
6
$1.92M 3.16%
15,852
+2,049
7
$1.9M 3.13%
18,584
+383
8
$1.86M 3.07%
+25,888
9
$1.76M 2.9%
+31,223
10
$1.76M 2.9%
41,150
-368
11
$1.73M 2.84%
17,519
+17,400
12
$1.7M 2.81%
56,524
+2,966
13
$1.7M 2.8%
+53,907
14
$1.69M 2.78%
21,471
+635
15
$1.65M 2.72%
+36,065
16
$1.64M 2.7%
31,979
+8,464
17
$1.61M 2.65%
33,371
+33,266
18
$1.61M 2.65%
+103,151
19
$1.58M 2.61%
16,978
+1,074
20
$1.54M 2.54%
14,195
+596
21
$1.48M 2.43%
26,771
+444
22
$1.43M 2.36%
159,033
+4,719
23
$1.31M 2.17%
14,629
+6,992
24
$1.31M 2.15%
40,894
-3,985
25
$1.18M 1.95%
18,616
+1,359
1
2 3 4 5