KIG
Kessler Investment Group Portfolio holdings
AUM
$244M
This Quarter Return
-16.11%
1 Year Return
+57.4%
3 Year Return
+190.72%
5 Year Return
+383.64%
10 Year Return
+1,156.24%
AUM
$114M
AUM Growth
+$114M
(-34%)
Cap. Flow
-$27.2M
Cap. Flow
% of AUM
-23.91%
Top 10 Holdings %
Top 10 Hldgs %
48.24%
Holding
196
New
15
Increased
52
Reduced
48
Closed
18
Top Buys
| 1 |
Corteva
CTVA
|
$4.9M |
| 2 |
CF Industries
CF
|
$4.32M |
| 3 |
DocuSign
DOCU
|
$3.9M |
| 4 |
SPDR Gold Trust
GLD
|
$1.07M |
| 5 |
DO
Diamond Offshore Drilling, Inc.
DO
|
$555K |
Top Sells
| 1 |
Live Nation Entertainment
LYV
|
$6.45M |
| 2 |
DuPont de Nemours
DD
|
$5.14M |
| 3 |
Wells Fargo
WFC
|
$5.11M |
| 4 |
Morgan Stanley
MS
|
$4.4M |
| 5 |
US Bancorp
USB
|
$4.16M |
Sector Composition
| 1 | Materials | 14.24% |
| 2 | Healthcare | 13% |
| 3 | Energy | 11.31% |
| 4 | Financials | 10.78% |
| 5 | Communication Services | 10.75% |
