KIG
Kessler Investment Group Portfolio holdings
AUM
$244M
This Quarter Return
+11.26%
1 Year Return
+57.4%
3 Year Return
+190.72%
5 Year Return
+383.64%
10 Year Return
+1,156.24%
AUM
$36.6M
AUM Growth
+$36.6M
(+6.5%)
Cap. Flow
-$166K
Cap. Flow
% of AUM
-0.45%
Top 10 Holdings %
Top 10 Hldgs %
42.13%
Holding
194
New
115
Increased
28
Reduced
21
Closed
24
Top Buys
| 1 |
First Trust Value Line Dividend Fund
FVD
|
$1.43M |
| 2 |
Cleveland-Cliffs
CLF
|
$1.1M |
| 3 |
KLA
KLAC
|
$1.06M |
| 4 |
HAR
Harman International Industries
HAR
|
$1.03M |
| 5 |
JOY
Joy Global Inc
JOY
|
$966K |
Top Sells
| 1 |
PetMed Express
PETS
|
$1.61M |
| 2 |
Paychex
PAYX
|
$1.53M |
| 3 |
Diageo
DEO
|
$1.02M |
| 4 |
DD
Du Pont De Nemours E I
DD
|
$970K |
| 5 |
Merck
MRK
|
$954K |
Sector Composition
| 1 | Technology | 19.42% |
| 2 | Financials | 14.93% |
| 3 | Healthcare | 13.68% |
| 4 | Materials | 8.49% |
| 5 | Industrials | 8.35% |
