KIG
Kessler Investment Group Portfolio holdings
AUM
$244M
1-Year Return
57.4%
This Quarter Return
+6.18%
1 Year Return
+57.4%
3 Year Return
+190.72%
5 Year Return
+383.64%
10 Year Return
+1,156.24%
AUM
$78.2M
AUM Growth
-$4.98M
(-6%)
Cap. Flow
-$8.18M
Cap. Flow
% of AUM
-10.45%
Top 10 Holdings %
Top 10 Hldgs %
49.5%
Holding
118
New
16
Increased
6
Reduced
40
Closed
14
Top Buys
| 1 |
Freeport-McMoran
FCX
|
$5.19M |
| 2 |
Apple
AAPL
|
$5.18M |
| 3 |
ProShares Short S&P500
SH
|
$723K |
| 4 |
AYR
Aircastle Limited
AYR
|
$353K |
| 5 |
Puma Biotechnology
PBYI
|
$273K |
Top Sells
| 1 |
Exxon Mobil
XOM
|
$3.25M |
| 2 |
Gilead Sciences
GILD
|
$3.2M |
| 3 |
GE Aerospace
GE
|
$2.93M |
| 4 |
Cincinnati Financial
CINF
|
$2.62M |
| 5 |
Microsoft
MSFT
|
$1.96M |
Sector Composition
| 1 | Technology | 20.94% |
| 2 | Financials | 20.23% |
| 3 | Materials | 10.52% |
| 4 | Industrials | 9.31% |
| 5 | Healthcare | 8.52% |
