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
$592M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$5.22M
2
+$1.55M
3
+$1.53M

Top Sells

1
+$4.99M
2
+$3.46M
3
+$3.03M
4
STL
Sterling Bancorp
STL
+$2.87M
5
PFE icon
Pfizer
PFE
+$2.42M

Sector Composition

1 Financials 31.53%
2 Healthcare 29.15%
3 Communication Services 10.38%
4 Energy 9.52%
5 Consumer Staples 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$420K 0.07%
880
27
$381K 0.06%
15,950
28
$372K 0.06%
3,130
29
$311K 0.05%
15,519
30
$229K 0.04%
17,685
31
$214K 0.04%
5,000
-7,000
32
$206K 0.03%
14,524
-676
33
$121K 0.02%
10,000
34
– –
-19,000
35
– –
-6,500
1
2