KBG

Kahn Brothers Group Portfolio holdings

AUM $565M
1-Year Est. Return 26.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$580M
AUM Growth
-$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$2.97M
3
+$442K
4
NVS icon
Novartis
NVS
+$55.5K
5
BMY icon
Bristol-Myers Squibb
BMY
+$42.3K

Top Sells

1
+$3.97M
2
+$3.81M
3
+$3.43M
4
MRK icon
Merck
MRK
+$3.29M
5
HOLX icon
Hologic
HOLX
+$3.12M

Sector Composition

1 Financials 35.22%
2 Healthcare 23.24%
3 Communication Services 10.54%
4 Energy 8.71%
5 Consumer Staples 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$532K 0.09%
19,000
27
$471K 0.08%
12,000
28
$403K 0.07%
15,950
29
$379K 0.07%
3,130
30
$355K 0.06%
880
-20
31
$315K 0.05%
15,519
32
$243K 0.04%
6,500
-8,700
33
$236K 0.04%
17,685
34
$211K 0.04%
15,200
-373
35
$108K 0.02%
10,000
1
2