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
$66.1M
AUM Growth
+$2.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$3.19M
2
+$2.54M
3
+$2.5M
4
HP icon
Helmerich & Payne
HP
+$2.17M
5
TPR icon
Tapestry
TPR
+$2.1M

Top Sells

1
+$3.14M
2
+$2.17M
3
+$2.16M
4
SBUX icon
Starbucks
SBUX
+$2.06M
5
DD
Du Pont De Nemours E I
DD
+$2.03M

Sector Composition

1 Energy 18.83%
2 Technology 17.37%
3 Financials 15.88%
4 Industrials 8.84%
5 Consumer Staples 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.33M 6.55%
78,440
+2,120
2
$3.22M 4.87%
29,253
+29,053
3
$3.1M 4.7%
136,718
+511
4
$2.71M 4.09%
117,486
+4,951
5
$2.59M 3.92%
16,991
+591
6
$2.54M 3.84%
95,414
+95,398
7
$2.51M 3.8%
30,061
+29,965
8
$2.34M 3.54%
28,392
+967
9
$2.17M 3.29%
+36,990
10
$2.1M 3.17%
+52,246
11
$2.07M 3.13%
+51,380
12
$2.05M 3.11%
+31,420
13
$2.04M 3.09%
34,466
+1,245
14
$2.04M 3.08%
18,835
+892
15
$2.02M 3.05%
+34,089
16
$2M 3.02%
+67,833
17
$1.99M 3.01%
61,561
+2,579
18
$1.93M 2.92%
67,686
+67,479
19
$1.85M 2.8%
43,343
+2,380
20
$1.72M 2.6%
35,552
+1,889
21
$1.66M 2.52%
123,030
+12,936
22
$1.52M 2.3%
21,503
+1,288
23
$1.21M 1.82%
+67,541
24
$934K 1.41%
13,552
-13,311
25
$927K 1.4%
20,901
+6,328
1
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