KIG
Kessler Investment Group Portfolio holdings
AUM
$244M
This Quarter Return
-2.09%
1 Year Return
+57.4%
3 Year Return
+190.72%
5 Year Return
+383.64%
10 Year Return
+1,156.24%
AUM
$205M
AUM Growth
+$205M
(-2.8%)
Cap. Flow
+$11.6M
Cap. Flow
% of AUM
5.66%
Top 10 Holdings %
Top 10 Hldgs %
40.14%
Holding
223
New
38
Increased
30
Reduced
56
Closed
7
Top Buys
| 1 |
CrowdStrike
CRWD
|
$9.35M |
| 2 |
Uber
UBER
|
$7.67M |
| 3 |
HCA Healthcare
HCA
|
$6.44M |
| 4 |
Occidental Petroleum
OXY
|
$6.04M |
| 5 |
Arista Networks
ANET
|
$5.87M |
Top Sells
| 1 |
GE Vernova
GEV
|
$8.5M |
| 2 |
DuPont de Nemours
DD
|
$8.04M |
| 3 |
Duke Energy
DUK
|
$7.63M |
| 4 |
Motorola Solutions
MSI
|
$6.52M |
| 5 |
Autodesk
ADSK
|
$6.18M |
Sector Composition
| 1 | Technology | 36.44% |
| 2 | Communication Services | 13.67% |
| 3 | Financials | 10.42% |
| 4 | Healthcare | 9.28% |
| 5 | Industrials | 7.93% |
