KIG
Kessler Investment Group Portfolio holdings
AUM
$244M
This Quarter Return
+10.68%
1 Year Return
+57.4%
3 Year Return
+190.72%
5 Year Return
+383.64%
10 Year Return
+1,156.24%
AUM
$79.7M
AUM Growth
+$79.7M
(+2.4%)
Cap. Flow
-$4.25M
Cap. Flow
% of AUM
-5.34%
Top 10 Holdings %
Top 10 Hldgs %
47.04%
Holding
104
New
7
Increased
17
Reduced
27
Closed
8
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$2.45M |
| 2 |
Bank of America
BAC
|
$2.4M |
| 3 |
Visa
V
|
$1.84M |
| 4 |
Comcast
CMCSA
|
$1.73M |
| 5 |
Invesco
IVZ
|
$1.13M |
Top Sells
| 1 |
T Rowe Price
TROW
|
$2.88M |
| 2 |
Apple
AAPL
|
$2.51M |
| 3 |
Cisco
CSCO
|
$1.9M |
| 4 |
Procter & Gamble
PG
|
$1.45M |
| 5 |
GE Aerospace
GE
|
$1.37M |
Sector Composition
| 1 | Technology | 25.43% |
| 2 | Financials | 13.94% |
| 3 | Communication Services | 13.85% |
| 4 | Healthcare | 9.14% |
| 5 | Materials | 7.92% |