KIG
Kessler Investment Group Portfolio holdings
AUM
$244M
1-Year Return
57.4%
This Quarter Return
-10.8%
1 Year Return
+57.4%
3 Year Return
+190.72%
5 Year Return
+383.64%
10 Year Return
+1,156.24%
AUM
$77.3M
AUM Growth
-$20.1M
(-21%)
Cap. Flow
-$9.77M
Cap. Flow
% of AUM
-12.63%
Top 10 Holdings %
Top 10 Hldgs %
57.29%
Holding
151
New
8
Increased
22
Reduced
48
Closed
40
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$5.73M |
| 2 |
Netflix
NFLX
|
$4.29M |
| 3 |
Merck
MRK
|
$3.01M |
| 4 |
Eli Lilly
LLY
|
$2.75M |
| 5 |
Verizon
VZ
|
$1.58M |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
$4.27M |
| 2 |
Bank of America
BAC
|
$3.72M |
| 3 |
Wells Fargo
WFC
|
$3.63M |
| 4 |
Home Depot
HD
|
$2.19M |
| 5 |
NVIDIA
NVDA
|
$2.11M |
Sector Composition
| 1 | Technology | 22.23% |
| 2 | Healthcare | 17.39% |
| 3 | Communication Services | 14.43% |
| 4 | Financials | 7.33% |
| 5 | Consumer Staples | 6.47% |