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
$178M
AUM Growth
+$36.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$6.9M
2
+$5.05M
3
+$4.83M
4
USB icon
US Bancorp
USB
+$4.32M
5
MGM icon
MGM Resorts International
MGM
+$3.72M

Top Sells

1
+$3.97M
2
+$3.35M
3
+$3.22M
4
TSLA icon
Tesla
TSLA
+$3.13M
5
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
+$2.8M

Sector Composition

1 Financials 15.14%
2 Energy 14.55%
3 Consumer Discretionary 10.96%
4 Communication Services 10.43%
5 Technology 10.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.5M 5.91%
63,085
+8,348
2
$9.7M 5.46%
81,044
+11,904
3
$7.62M 4.28%
124,468
+42,695
4
$7.36M 4.14%
91,129
+85,406
5
$7.3M 4.11%
41,096
+4,799
6
$7.21M 4.06%
248,864
+60,203
7
$6.81M 3.83%
152,978
+17,016
8
$6.52M 3.67%
38,108
-23,227
9
$6.47M 3.64%
44,991
+3,483
10
$6.35M 3.57%
132,320
+14,048
11
$6.33M 3.56%
111,596
+37,600
12
$5.6M 3.15%
39,815
+19,825
13
$5.4M 3.04%
31,600
+7,251
14
$5.05M 2.84%
+70,035
15
$5.04M 2.83%
34,780
-22,200
16
$4.97M 2.79%
50,608
+10,237
17
$4.83M 2.72%
+89,129
18
$4.32M 2.43%
+76,845
19
$3.72M 2.09%
+82,800
20
$2.77M 1.56%
46,907
-14,044
21
$2.68M 1.51%
7,617
-8,874
22
$2.68M 1.51%
+63,994
23
$2.36M 1.33%
+37,007
24
$2.19M 1.23%
87,884
-17,301
25
$2.18M 1.23%
101,807
-26,575
1
2 3 4 5