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

Top Buys

1
+$2.72M
2
+$2.25M
3
+$1.17M
4
PFS icon
Provident Financial Services
PFS
+$335K
5
DB icon
Deutsche Bank
DB
+$84K

Top Sells

1
+$10.1M
2
+$4.81M
3
+$4.19M
4
SEB icon
Seaboard Corp
SEB
+$3.62M
5
C icon
Citigroup
C
+$3.56M

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
$335K 0.06%
+27,472
27
$286K 0.05%
6,181
-2,507
28
$284K 0.05%
3,948
+1,000
29
$277K 0.05%
2,000
30
$235K 0.04%
31,000
-920
31
$221K 0.04%
151,214
-8,367
32
$197K 0.04%
23,286
-2,000
33
$131K 0.02%
10,973
-391
34
$84K 0.02%
+10,000
35
$50.3K 0.01%
10,000
36
– –
-1,200
37
– –
-6,265
38
– –
-1,500
39
– –
-32,800
40
– –
-864
41
– –
-20,245
1
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