KIG
Kessler Investment Group Portfolio holdings
AUM
$244M
1-Year Return
57.4%
This Quarter Return
+6.64%
1 Year Return
+57.4%
3 Year Return
+190.72%
5 Year Return
+383.64%
10 Year Return
+1,156.24%
AUM
$63.2M
AUM Growth
+$2.53M
(+4.2%)
Cap. Flow
-$819K
Cap. Flow
% of AUM
-1.3%
Top 10 Holdings %
Top 10 Hldgs %
40.32%
Holding
119
New
17
Increased
28
Reduced
19
Closed
18
Top Buys
| 1 |
Alcoa
AA
|
$2.67M |
| 2 |
Hewlett Packard
HPE
|
$1.58M |
| 3 |
Coterra Energy
CTRA
|
$1.51M |
| 4 |
MSFG
MainSource Financial Group Inc
MSFG
|
$686K |
| 5 |
TWTR
Twitter, Inc.
TWTR
|
$653K |
Top Sells
| 1 |
HP
HPQ
|
$2.61M |
| 2 |
Walt Disney
DIS
|
$1.92M |
| 3 |
Cummins
CMI
|
$1.26M |
| 4 |
Kroger
KR
|
$1.05M |
| 5 |
Abbott
ABT
|
$1.01M |
Sector Composition
| 1 | Technology | 16.75% |
| 2 | Financials | 14.69% |
| 3 | Consumer Staples | 14.49% |
| 4 | Energy | 9.02% |
| 5 | Materials | 8.4% |
