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
$93.3M
AUM Growth
+$4.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$5.17M
2
+$2.59M
3
+$2.57M
4
TNL icon
Travel + Leisure Co
TNL
+$2.55M
5
XOM icon
Exxon Mobil
XOM
+$2.54M

Top Sells

1
+$11.9M
2
+$3.78M
3
+$3.47M
4
THO icon
Thor Industries
THO
+$2.9M
5
PG icon
Procter & Gamble
PG
+$2.41M

Sector Composition

1 Consumer Discretionary 18.06%
2 Materials 16.47%
3 Healthcare 13.35%
4 Consumer Staples 8.46%
5 Industrials 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.88M 10.59%
62,810
+32,865
2
$7.37M 7.9%
283,377
-13,644
3
$6.56M 7.03%
36,783
-897
4
$5.25M 5.63%
481,379
-20,142
5
$4.92M 5.27%
13,113
-31,642
6
$4.82M 5.16%
103,489
-6,589
7
$3.99M 4.28%
108,203
-2,190
8
$3.46M 3.71%
12,991
-439
9
$3.34M 3.58%
69,477
-528
10
$3.27M 3.51%
15,449
+172
11
$3.24M 3.47%
15,137
+11,986
12
$3.17M 3.4%
57,114
-334
13
$3M 3.22%
79,571
-3,616
14
$2.59M 2.77%
+149,465
15
$2.55M 2.73%
+56,848
16
$2.54M 2.72%
+61,499
17
$2.49M 2.66%
23,237
+2,457
18
$1.91M 2.05%
17,448
+1,060
19
$1.69M 1.81%
+6,009
20
$1.42M 1.52%
66,733
-2,696
21
$1.28M 1.38%
20,107
-197
22
$1.28M 1.37%
51,310
-3,226
23
$1.17M 1.25%
53,658
-80
24
$941K 1.01%
+11,140
25
$936K 1%
12,739
-854
1
2 3 4 5