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
$75.9M
AUM Growth
-$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$8.69M
2
+$3.7M
3
+$2.28M
4
TWTR
Twitter, Inc.
TWTR
+$1.85M
5
SNOW icon
Snowflake
SNOW
+$1.69M

Top Sells

1
+$7.37M
2
+$7.18M
3
+$5.18M
4
DKNG icon
DraftKings
DKNG
+$4.82M
5
EL icon
Estee Lauder
EL
+$3.46M

Sector Composition

1 Healthcare 18.35%
2 Materials 12.92%
3 Energy 11.44%
4 Consumer Discretionary 7.37%
5 Communication Services 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.9M 14.32%
66,158
+3,348
2
$8.69M 11.44%
+129,573
3
$6.08M 8.01%
38,023
+1,240
4
$5.77M 7.59%
113,618
+5,415
5
$4.08M 5.37%
153,251
+3,786
6
$3.78M 4.98%
59,173
+2,059
7
$3.75M 4.94%
16,863
+16,608
8
$3.55M 4.67%
63,535
+2,036
9
$3.22M 4.24%
71,034
+1,557
10
$3.06M 4.04%
13,363
+7,354
11
$2.28M 3%
+17,787
12
$2.13M 2.81%
17,811
+363
13
$1.91M 2.52%
30,084
+29,084
14
$1.31M 1.73%
20,179
+72
15
$1.21M 1.59%
57,273
-9,460
16
$1.16M 1.52%
53,362
-296
17
$1.09M 1.44%
43,770
-7,540
18
$1.06M 1.39%
10,088
-1,052
19
$811K 1.07%
+17,427
20
$758K 1%
11,911
-828
21
$749K 0.99%
5,525
-37
22
$739K 0.97%
21,690
-112
23
$680K 0.9%
31,236
-115
24
$627K 0.83%
7,956
-124
25
$553K 0.73%
8,639
+8,597
1
2 3 4 5