KIG
Kessler Investment Group Portfolio holdings
AUM
$244M
This Quarter Return
+26.52%
1 Year Return
+57.4%
3 Year Return
+190.72%
5 Year Return
+383.64%
10 Year Return
+1,156.24%
AUM
$93.3M
AUM Growth
+$93.3M
(+4.6%)
Cap. Flow
-$7.74M
Cap. Flow
% of AUM
-8.29%
Top 10 Holdings %
Top 10 Hldgs %
56.66%
Holding
130
New
19
Increased
17
Reduced
32
Closed
16
Top Buys
| 1 |
Johnson & Johnson
JNJ
|
$5.17M |
| 2 |
Occidental Petroleum
OXY
|
$2.59M |
| 3 |
Boeing
BA
|
$2.57M |
| 4 |
Travel + Leisure Co
TNL
|
$2.55M |
| 5 |
Exxon Mobil
XOM
|
$2.54M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$11.9M |
| 2 |
Tesla
TSLA
|
$3.78M |
| 3 |
Beyond Meat
BYND
|
$3.47M |
| 4 |
Thor Industries
THO
|
$2.9M |
| 5 |
Procter & Gamble
PG
|
$2.41M |
Sector Composition
| 1 | Consumer Discretionary | 18.06% |
| 2 | Materials | 16.47% |
| 3 | Healthcare | 13.35% |
| 4 | Consumer Staples | 8.46% |
| 5 | Industrials | 7.29% |