KIG
Kessler Investment Group Portfolio holdings
AUM
$244M
1-Year Return
57.4%
This Quarter Return
+2.59%
1 Year Return
+57.4%
3 Year Return
+190.72%
5 Year Return
+383.64%
10 Year Return
+1,156.24%
AUM
$126M
AUM Growth
+$50M
(+66%)
Cap. Flow
+$48.7M
Cap. Flow
% of AUM
38.65%
Top 10 Holdings %
Top 10 Hldgs %
50.21%
Holding
143
New
27
Increased
42
Reduced
12
Closed
10
Top Buys
| 1 |
Wells Fargo
WFC
|
$4.77M |
| 2 |
Bank of America
BAC
|
$4.55M |
| 3 |
Airbnb
ABNB
|
$4.06M |
| 4 |
ProShares Short S&P500
SH
|
$3.18M |
| 5 |
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
|
$2.05M |
Top Sells
| 1 |
Snowflake
SNOW
|
$2.56M |
| 2 |
MasTec
MTZ
|
$299K |
| 3 |
Las Vegas Sands
LVS
|
$68K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$66K |
| 5 |
Tanger
SKT
|
$56.4K |
Sector Composition
| 1 | Healthcare | 13.19% |
| 2 | Financials | 9.69% |
| 3 | Materials | 9.05% |
| 4 | Energy | 8.86% |
| 5 | Consumer Discretionary | 8.81% |
