EP

Elkhorn Partners Portfolio holdings

AUM $138M
1-Year Est. Return 1.6%
This Quarter Est. Return
1 Year Est. Return
+1.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
-$5.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$1.78M
2 +$1.46M
3 +$556K
4
KMI icon
Kinder Morgan
KMI
+$554K
5
CBI
Chicago Bridge & Iron Nv
CBI
+$504K

Top Sells

1 +$523K
2 +$362K
3 +$331K
4
AXP icon
American Express
AXP
+$202K
5
PESI icon
Perma-Fix Environmental Services
PESI
+$43.4K

Sector Composition

1 Real Estate 54.86%
2 Financials 30.97%
3 Utilities 2.56%
4 Industrials 2.46%
5 Energy 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,600
52
-9,200