KBG

Kahn Brothers Group Portfolio holdings

AUM $532M
1-Year Est. Return 15.39%
This Quarter Est. Return
1 Year Est. Return
+15.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$642M
AUM Growth
-$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$8.79M
2
+$4.71M
3
+$2.03M
4
C icon
Citigroup
C
+$2M
5
FLG
Flagstar Bank National Association
FLG
+$979K

Top Sells

1
+$2.52M
2
+$2.18M
3
+$1.26M
4
BP icon
BP
BP
+$778K
5
XOM icon
Exxon Mobil
XOM
+$638K

Sector Composition

1 Healthcare 34.75%
2 Financials 32.99%
3 Energy 18.33%
4 Consumer Staples 5.33%
5 Technology 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$542K 0.08%
14,264
27
$536K 0.08%
27,472
28
$508K 0.08%
286,114
+1,520
29
$467K 0.07%
3,248
30
$401K 0.06%
27,286
+4,000
31
$392K 0.06%
31,000
32
$324K 0.05%
10,708
33
$310K 0.05%
1,900
34
$287K 0.04%
121,510
-109
35
$283K 0.04%
2,244
36
$257K 0.04%
16,754
37
$212K 0.03%
+4,320
38
$207K 0.03%
7,074
39
$107K 0.02%
69,904
-60
40
$74K 0.01%
10,000
41
$57K 0.01%
10,000
42
– –
-3,415
43
– –
-86,300
1
2