KIG
Kessler Investment Group Portfolio holdings
AUM
$244M
This Quarter Return
+41.13%
1 Year Return
+57.4%
3 Year Return
+190.72%
5 Year Return
+383.64%
10 Year Return
+1,156.24%
AUM
$82.2M
AUM Growth
+$82.2M
(+7.7%)
Cap. Flow
-$7.51M
Cap. Flow
% of AUM
-9.14%
Top 10 Holdings %
Top 10 Hldgs %
55.66%
Holding
134
New
21
Increased
25
Reduced
23
Closed
20
Top Buys
| 1 |
Goodyear
GT
|
$4.35M |
| 2 |
SPDR Gold Trust
GLD
|
$3.06M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$2.9M |
| 4 |
Beyond Meat
BYND
|
$2.71M |
| 5 |
Estee Lauder
EL
|
$2.46M |
Top Sells
| 1 |
Amazon
AMZN
|
$4.84M |
| 2 |
Eli Lilly
LLY
|
$4.19M |
| 3 |
Occidental Petroleum
OXY
|
$4.15M |
| 4 |
Walt Disney
DIS
|
$3.85M |
| 5 |
GE Aerospace
GE
|
$3.76M |
Sector Composition
| 1 | Consumer Discretionary | 24.48% |
| 2 | Consumer Staples | 11.14% |
| 3 | Technology | 9.97% |
| 4 | Industrials | 7.05% |
| 5 | Healthcare | 5.04% |
