KIG
Kessler Investment Group Portfolio holdings
AUM
$244M
1-Year Return
57.4%
This Quarter Return
+10.71%
1 Year Return
+57.4%
3 Year Return
+190.72%
5 Year Return
+383.64%
10 Year Return
+1,156.24%
AUM
$97.2M
AUM Growth
+$7.66M
(+8.5%)
Cap. Flow
+$1.3M
Cap. Flow
% of AUM
1.34%
Top 10 Holdings %
Top 10 Hldgs %
55.22%
Holding
131
New
23
Increased
27
Reduced
27
Closed
18
Top Buys
| 1 |
Citigroup
C
|
$3.7M |
| 2 |
EOG Resources
EOG
|
$2.75M |
| 3 |
Occidental Petroleum
OXY
|
$2.62M |
| 4 |
Apple
AAPL
|
$2.36M |
| 5 |
Freeport-McMoran
FCX
|
$2.11M |
Top Sells
| 1 |
Chevron
CVX
|
$3.55M |
| 2 |
FedEx
FDX
|
$3.49M |
| 3 |
Cummins
CMI
|
$2.36M |
| 4 |
Boeing
BA
|
$2.34M |
| 5 |
Ford
F
|
$2.19M |
Sector Composition
| 1 | Financials | 14.93% |
| 2 | Technology | 13.38% |
| 3 | Healthcare | 10.16% |
| 4 | Energy | 7.51% |
| 5 | Consumer Discretionary | 7.05% |
