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
$580M
AUM Growth
-$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$4.39M
2
+$3.18M
3
+$416K
4
NVS icon
Novartis
NVS
+$55.5K
5
BMY icon
Bristol-Myers Squibb
BMY
+$44.3K

Top Sells

1
+$3.91M
2
+$3.74M
3
+$3.56M
4
MBI icon
MBIA
MBI
+$3.39M
5
MRK icon
Merck
MRK
+$3.2M

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
$672K 0.12%
5,988
-400
27
$532K 0.09%
19,000
28
$471K 0.08%
12,000
29
$403K 0.07%
15,950
30
$379K 0.07%
3,130
31
$355K 0.06%
880
-20
32
$315K 0.05%
15,519
33
$243K 0.04%
6,500
-8,700
34
$236K 0.04%
17,685
35
$211K 0.04%
15,200
-373
36
$108K 0.02%
10,000
1
2