KIG
Kessler Investment Group Portfolio holdings
AUM
$244M
This Quarter Return
+7.35%
1 Year Return
+57.4%
3 Year Return
+190.72%
5 Year Return
+383.64%
10 Year Return
+1,156.24%
AUM
$97.4M
AUM Growth
+$97.4M
(+17%)
Cap. Flow
+$9.2M
Cap. Flow
% of AUM
9.45%
Top 10 Holdings %
Top 10 Hldgs %
44.18%
Holding
202
New
26
Increased
62
Reduced
29
Closed
59
Top Buys
| 1 |
Pfizer
PFE
|
$3.58M |
| 2 |
Procter & Gamble
PG
|
$3.16M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$3.11M |
| 4 |
Wells Fargo
WFC
|
$1.59M |
| 5 |
Bank of America
BAC
|
$1.42M |
Top Sells
| 1 |
Amazon
AMZN
|
$3.12M |
| 2 |
Exxon Mobil
XOM
|
$2.76M |
| 3 |
Citigroup
C
|
$2.13M |
| 4 |
Texas Instruments
TXN
|
$987K |
| 5 |
Morgan Stanley
MS
|
$935K |
Sector Composition
| 1 | Technology | 25.96% |
| 2 | Financials | 16.84% |
| 3 | Communication Services | 11.92% |
| 4 | Consumer Discretionary | 8.97% |
| 5 | Healthcare | 8.93% |
