KIG
Kessler Investment Group Portfolio holdings
AUM
$244M
This Quarter Return
+0.15%
1 Year Return
+57.4%
3 Year Return
+190.72%
5 Year Return
+383.64%
10 Year Return
+1,156.24%
AUM
$78.6M
AUM Growth
+$78.6M
(-1.5%)
Cap. Flow
-$1.21M
Cap. Flow
% of AUM
-1.55%
Top 10 Holdings %
Top 10 Hldgs %
41.95%
Holding
116
New
20
Increased
11
Reduced
36
Closed
10
Top Buys
| 1 |
Exxon Mobil
XOM
|
$2.5M |
| 2 |
Citigroup
C
|
$2.12M |
| 3 |
Wells Fargo
WFC
|
$1.98M |
| 4 |
Meta Platforms (Facebook)
META
|
$1.86M |
| 5 |
Amazon
AMZN
|
$1.56M |
Top Sells
| 1 |
Freeport-McMoran
FCX
|
$6.32M |
| 2 |
Apple
AAPL
|
$3.19M |
| 3 |
Cummins
CMI
|
$2.97M |
| 4 |
Procter & Gamble
PG
|
$2.02M |
| 5 |
Merck
MRK
|
$1.73M |
Sector Composition
| 1 | Technology | 24.05% |
| 2 | Financials | 20.55% |
| 3 | Communication Services | 14.91% |
| 4 | Consumer Discretionary | 11.53% |
| 5 | Energy | 7.53% |
