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
$83.2M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$3.2M
3
+$2.74M
4
TROW icon
T. Rowe Price
TROW
+$2.6M
5
NE
Noble Corporation
NE
+$1.43M

Top Sells

1
+$2.68M
2
+$792K
3
+$509K
4
INBK icon
First Internet Bancorp
INBK
+$323K
5
RRC icon
Range Resources
RRC
+$206K

Sector Composition

1 Financials 25.34%
2 Technology 14.96%
3 Industrials 13.15%
4 Healthcare 11.18%
5 Energy 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.16M 6.2%
82,985
+906
2
$4.43M 5.33%
749,225
+241,263
3
$4.05M 4.87%
29,630
-387
4
$3.68M 4.42%
42,663
+1,760
5
$3.57M 4.29%
161,587
+6,739
6
$3.39M 4.07%
+235,932
7
$3.3M 3.96%
21,768
+1,110
8
$3.25M 3.91%
36,019
+2,468
9
$3.22M 3.86%
34,676
+1,509
10
$3.2M 3.85%
+44,726
11
$3.18M 3.83%
63,505
+4,914
12
$3M 3.61%
82,828
+4,824
13
$2.84M 3.41%
24,654
+1,948
14
$2.8M 3.36%
92,528
+5,532
15
$2.74M 3.29%
+36,403
16
$2.68M 3.22%
31,885
-302
17
$2.67M 3.2%
48,378
+4,291
18
$2.62M 3.15%
34,543
-1,521
19
$2.6M 3.13%
+34,563
20
$2.34M 2.81%
74,967
-3,573
21
$1.82M 2.18%
66,433
+4,925
22
$1.57M 1.88%
23,950
-171
23
$1.26M 1.51%
32,667
-2,949
24
$1.03M 1.24%
14,286
+1,422
25
$760K 0.91%
32,695
-352
1
2 3 4 5