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
$167M
AUM Growth
+$5.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$938K
2 +$871K
3 +$547K
4
KKR icon
KKR & Co
KKR
+$142K
5
KMI icon
Kinder Morgan
KMI
+$139K

Top Sells

1 +$1.13M
2 +$509K
3 +$355K
4
IBM icon
IBM
IBM
+$217K
5
KW icon
Kennedy-Wilson Holdings
KW
+$217K

Sector Composition

1 Real Estate 57.4%
2 Financials 29.37%
3 Industrials 2.4%
4 Utilities 2.35%
5 Energy 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,569