KIG
Kessler Investment Group Portfolio holdings
AUM
$244M
1-Year Return
57.4%
This Quarter Return
+9.79%
1 Year Return
+57.4%
3 Year Return
+190.72%
5 Year Return
+383.64%
10 Year Return
+1,156.24%
AUM
$178M
AUM Growth
+$36.9M
(+26%)
Cap. Flow
+$23.7M
Cap. Flow
% of AUM
13.31%
Top 10 Holdings %
Top 10 Hldgs %
42.67%
Holding
197
New
45
Increased
30
Reduced
55
Closed
18
Top Buys
| 1 |
DuPont de Nemours
DD
|
$6.9M |
| 2 |
ConocoPhillips
COP
|
$5.06M |
| 3 |
Carrier Global
CARR
|
$4.83M |
| 4 |
US Bancorp
USB
|
$4.32M |
| 5 |
MGM Resorts International
MGM
|
$3.72M |
Top Sells
| 1 |
Johnson & Johnson
JNJ
|
$3.97M |
| 2 |
Walmart
WMT
|
$3.35M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$3.22M |
| 4 |
Tesla
TSLA
|
$3.13M |
| 5 |
BSCL
Invesco BulletShares 2021 Corporate Bond ETF
BSCL
|
$2.8M |
Sector Composition
| 1 | Financials | 15.14% |
| 2 | Energy | 14.55% |
| 3 | Consumer Discretionary | 10.96% |
| 4 | Communication Services | 10.43% |
| 5 | Technology | 10.26% |
