KBG

Kahn Brothers Group Portfolio holdings

AUM $498M
1-Year Est. Return 5.69%
This Quarter Est. Return
1 Year Est. Return
+5.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$701M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$8.69M
3
+$8.18M
4
C icon
Citigroup
C
+$7.55M
5
PFE icon
Pfizer
PFE
+$6.84M

Top Sells

1
+$79.3M
2
+$2.84M
3
+$351K
4
KEY icon
KeyCorp
KEY
+$48.8K
5
CVX icon
Chevron
CVX
+$35.7K

Sector Composition

1 Financials 31.13%
2 Healthcare 24.17%
3 Energy 12.29%
4 Communication Services 12.14%
5 Technology 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$632K 0.09%
3,434
27
$622K 0.09%
19,000
-1,000
28
$527K 0.08%
12,000
-8,000
29
$391K 0.06%
1,000
30
$388K 0.06%
3,130
31
$379K 0.05%
15,950
32
$264K 0.04%
18,569
-3,430
33
$244K 0.03%
17,685
34
$213K 0.03%
10,119
-1,000
35
$159K 0.02%
10,000
1
2