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
$528M
AUM Growth
-$64.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$2.3M
3
+$1.45M
4
PFS icon
Provident Financial Services
PFS
+$370K
5
DB icon
Deutsche Bank
DB
+$93.7K

Top Sells

1
+$10M
2
+$4.8M
3
+$4.46M
4
C icon
Citigroup
C
+$4.11M
5
SEB icon
Seaboard Corp
SEB
+$3.62M

Sector Composition

1 Healthcare 39.09%
2 Financials 27.52%
3 Energy 10.37%
4 Technology 9.92%
5 Consumer Staples 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$286K 0.05%
6,181
-2,507
27
$284K 0.05%
3,948
+1,000
28
$277K 0.05%
2,000
29
$235K 0.04%
31,000
-920
30
$221K 0.04%
151,214
-8,367
31
$197K 0.04%
23,286
-2,000
32
$131K 0.02%
10,973
-391
33
$84K 0.02%
+10,000
34
$50.3K 0.01%
10,000
35
– –
-1,200
36
– –
-6,265
37
– –
-1,500
38
– –
-864
39
– –
-20,245
1
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