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
$82.2M
AUM Growth
+$5.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$4.35M
2
+$3.06M
3
+$2.9M
4
BYND icon
Beyond Meat
BYND
+$2.71M
5
EL icon
Estee Lauder
EL
+$2.46M

Top Sells

1
+$4.84M
2
+$4.19M
3
+$4.15M
4
DIS icon
Walt Disney
DIS
+$3.85M
5
GE icon
GE Aerospace
GE
+$3.76M

Sector Composition

1 Consumer Discretionary 24.48%
2 Consumer Staples 11.14%
3 Technology 9.97%
4 Industrials 7.05%
5 Healthcare 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.7M 17.91%
47,520
+9,378
2
$6.59M 8.02%
91,515
+9,135
3
$4.35M 5.3%
+486,571
4
$3.86M 4.7%
42,348
+1,592
5
$3.09M 3.76%
22,380
-35,120
6
$3.06M 3.72%
+18,279
7
$2.72M 3.31%
20,282
+20,257
8
$2.51M 3.06%
13,318
+13,040
9
$2.44M 2.96%
42,161
+28,247
10
$2.41M 2.93%
+13,995
11
$2.37M 2.89%
+135,409
12
$2.1M 2.56%
+17,604
13
$1.98M 2.4%
14,052
+13,852
14
$1.83M 2.22%
+82,156
15
$1.75M 2.13%
+102,909
16
$1.59M 1.94%
74,763
-705
17
$1.59M 1.93%
11,315
+164
18
$1.57M 1.91%
73,506
-824
19
$1.54M 1.87%
49,491
+30,316
20
$1.53M 1.86%
8,808
+2,864
21
$1.52M 1.85%
+16,648
22
$1.49M 1.81%
20,205
-75
23
$1.42M 1.73%
+59,752
24
$1.28M 1.56%
54,784
-690
25
$1.24M 1.5%
56,594
-814
1
2 3 4 5