KIG
Kessler Investment Group Portfolio holdings
AUM
$244M
This Quarter Return
-2.54%
1 Year Return
+57.4%
3 Year Return
+190.72%
5 Year Return
+383.64%
10 Year Return
+1,156.24%
AUM
$172M
AUM Growth
+$172M
(-3.1%)
Cap. Flow
-$8.76M
Cap. Flow
% of AUM
-5.09%
Top 10 Holdings %
Top 10 Hldgs %
42.18%
Holding
209
New
30
Increased
37
Reduced
53
Closed
28
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
$6.04M |
| 2 |
Schlumberger
SLB
|
$5.31M |
| 3 |
PayPal
PYPL
|
$5.23M |
| 4 |
Corning
GLW
|
$4.71M |
| 5 |
iShares Silver Trust
SLV
|
$4.06M |
Top Sells
| 1 |
Occidental Petroleum
OXY
|
$13.6M |
| 2 |
Apple
AAPL
|
$7.06M |
| 3 |
Exxon Mobil
XOM
|
$5.94M |
| 4 |
ConocoPhillips
COP
|
$5.06M |
| 5 |
Tesla
TSLA
|
$2.36M |
Sector Composition
| 1 | Financials | 18.07% |
| 2 | Communication Services | 13.7% |
| 3 | Consumer Discretionary | 10.17% |
| 4 | Technology | 9.05% |
| 5 | Healthcare | 8.93% |
