KIG
Kessler Investment Group Portfolio holdings
AUM
$244M
1-Year Return
57.4%
This Quarter Return
+6.96%
1 Year Return
+57.4%
3 Year Return
+190.72%
5 Year Return
+383.64%
10 Year Return
+1,156.24%
AUM
$69.1M
AUM Growth
-$776K
(-1.1%)
Cap. Flow
-$5.92M
Cap. Flow
% of AUM
-8.56%
Top 10 Holdings %
Top 10 Hldgs %
46.81%
Holding
114
New
19
Increased
17
Reduced
29
Closed
16
Top Buys
| 1 |
NE
Noble Corporation
NE
|
$3.22M |
| 2 |
Caterpillar
CAT
|
$2.94M |
| 3 |
CERN
Cerner Corp
CERN
|
$2.68M |
| 4 |
D.R. Horton
DHI
|
$1.86M |
| 5 |
Puma Biotechnology
PBYI
|
$1.22M |
Top Sells
| 1 |
Newmont
NEM
|
$6.16M |
| 2 |
Alcoa
AA
|
$2.67M |
| 3 |
Helmerich & Payne
HP
|
$2.54M |
| 4 |
Tapestry
TPR
|
$2.28M |
| 5 |
Coterra Energy
CTRA
|
$2.19M |
Sector Composition
| 1 | Financials | 17.14% |
| 2 | Technology | 17.03% |
| 3 | Industrials | 14.85% |
| 4 | Healthcare | 10.27% |
| 5 | Energy | 8.77% |
