KIG

Kessler Investment Group Portfolio holdings

AUM $233M
1-Year Est. Return 58.11%
This Quarter Est. Return
1 Year Est. Return
+58.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$89.6M
AUM Growth
-$5.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$2.95M
3
+$2.75M
4
GLD icon
SPDR Gold Trust
GLD
+$2.64M
5
CVX icon
Chevron
CVX
+$1.7M

Top Sells

1
+$3.54M
2
+$2.94M
3
+$2.88M
4
TWLO icon
Twilio
TWLO
+$2.87M
5
NFLX icon
Netflix
NFLX
+$2.75M

Sector Composition

1 Industrials 15.56%
2 Technology 14.57%
3 Healthcare 10.78%
4 Consumer Discretionary 9.37%
5 Financials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
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