EP

Elkhorn Partners Portfolio holdings

AUM $158M
1-Year Est. Return 13.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.39%
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 +$829K
2 +$684K
3 +$512K
4
KMI icon
Kinder Morgan
KMI
+$222K
5
KKR icon
KKR & Co
KKR
+$156K

Top Sells

1 +$1.07M
2 +$536K
3 +$350K
4
KW icon
Kennedy-Wilson Holdings
KW
+$221K
5
IBM icon
IBM
IBM
+$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
-16,000