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
$63.2M
AUM Growth
+$2.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$1.58M
3
+$1.51M
4
MSFG
MainSource Financial Group Inc
MSFG
+$686K
5
TWTR
Twitter, Inc.
TWTR
+$653K

Top Sells

1
+$2.61M
2
+$1.92M
3
+$1.26M
4
KR icon
Kroger
KR
+$1.05M
5
ABT icon
Abbott
ABT
+$1.01M

Sector Composition

1 Technology 16.75%
2 Financials 14.69%
3 Consumer Staples 14.49%
4 Energy 9.02%
5 Materials 8.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.23M 6.69%
76,320
+1,916
2
$3.14M 4.96%
37,230
+1,280
3
$2.67M 4.22%
+112,535
4
$2.45M 3.87%
16,400
+548
5
$2.41M 3.81%
136,207
+85,466
6
$2.18M 3.44%
27,425
+1,537
7
$2.17M 3.43%
26,511
-2,335
8
$2.16M 3.41%
18,275
+756
9
$2.06M 3.27%
34,402
+88
10
$2.03M 3.21%
58,982
+2,458
11
$2.03M 3.21%
30,443
-2,928
12
$1.85M 2.93%
110,094
+6,943
13
$1.84M 2.91%
17,943
+965
14
$1.84M 2.91%
33,221
+1,998
15
$1.83M 2.89%
33,663
+1,684
16
$1.8M 2.85%
40,963
-187
17
$1.77M 2.8%
54,041
+134
18
$1.68M 2.65%
38,532
+2,467
19
$1.61M 2.55%
168,168
+9,135
20
$1.6M 2.54%
26,863
+92
21
$1.6M 2.52%
21,977
+506
22
$1.58M 2.5%
+178,948
23
$1.58M 2.5%
68,182
+28,204
24
$1.56M 2.47%
14,928
+299
25
$1.35M 2.13%
20,215
+1,599
1
2 3 4 5