KIG
Kessler Investment Group Portfolio holdings
AUM
$211M
1-Year Est. Return
48.08%
This Fund
S&P 500
1 Year Est. Return
+48.08%
AUM
$211M
AUM Growth
-$26.1M
(-11%)
Holding
101
Top Buys
| 1 | +$10M | |
| 2 | +$8.07M | |
| 3 | +$7.47M | |
| 4 |
BHP
BHP
|
+$7.13M |
| 5 |
Vulcan Materials
VMC
|
+$7.1M |
Top Sells
| 1 | +$14.1M | |
| 2 | +$12.6M | |
| 3 | +$10.6M | |
| 4 |
NVIDIA
NVDA
|
+$10.2M |
| 5 |
Uber
UBER
|
+$8.8M |
Sector Composition
| 1 | Technology | 30.09% |
| 2 | Industrials | 18.85% |
| 3 | Materials | 9.61% |
| 4 | Healthcare | 8.61% |
| 5 | Financials | 5.87% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Roku
ROKU
$16.1B
| – | – |
-116,444
|
|