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
$540M
AUM Growth
-$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$6.23M
2
+$4.25M
3
+$3.47M
4
IDW
IDW Media Holdings
IDW
+$3.06M
5
BB icon
BlackBerry
BB
+$1.88M

Top Sells

1
+$5.22M
2
+$4.21M
3
+$3.26M
4
NAVI icon
Navient
NAVI
+$1.48M
5
HOLX icon
Hologic
HOLX
+$697K

Sector Composition

1 Financials 30.58%
2 Healthcare 29.44%
3 Communication Services 11.15%
4 Energy 8.77%
5 Technology 6.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$685K 0.13%
43,996
-3,106
27
$386K 0.07%
4,888
28
$378K 0.07%
3,130
29
$285K 0.05%
17,685
30
$178K 0.03%
13,668
31
$95.5K 0.02%
10,000
32
– –
-9,445
33
– –
-870
1
2