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
$547M
AUM Growth
-$278M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$997K
2
+$180K
3
+$115K
4
NAVI icon
Navient
NAVI
+$88K
5
BB icon
BlackBerry
BB
+$32K

Top Sells

1
+$9.48M
2
+$2.75M
3
+$2.07M
4
GSK icon
GSK
GSK
+$1.67M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.53M

Sector Composition

1 Healthcare 41.92%
2 Financials 30.92%
3 Energy 8.74%
4 Consumer Staples 6.59%
5 Technology 6.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$378K 0.07%
17,783
+20
27
$344K 0.06%
20,245
28
$299K 0.05%
8,688
-200
29
$262K 0.05%
31,920
30
$252K 0.05%
2,100
31
$245K 0.04%
3,376
-1,000
32
$213K 0.04%
6,265
33
$202K 0.04%
3,956
-800
34
$192K 0.04%
25,286
+11,606
35
$144K 0.03%
163,421
-1,363
36
$118K 0.02%
11,392
37
$76.3K 0.01%
1,200
-2,892
38
$46.1K 0.01%
1,500
-308,674
39
$19.2K ﹤0.01%
10,000
40
$10.7K ﹤0.01%
864
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