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
$760M
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$608K
3
+$370K
4
C icon
Citigroup
C
+$260K
5
FLG
Flagstar Bank National Association
FLG
+$220K

Top Sells

1
+$2.74M
2
+$2.21M
3
+$1.32M
4
BMY icon
Bristol-Myers Squibb
BMY
+$726K
5
BP icon
BP
BP
+$287K

Sector Composition

1 Healthcare 33.68%
2 Financials 33.2%
3 Energy 20.16%
4 Consumer Staples 5.04%
5 Technology 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$826K 0.11%
74,174
-288
27
$587K 0.08%
27,472
28
$583K 0.08%
3,248
29
$550K 0.07%
13,954
-310
30
$527K 0.07%
285,321
-793
31
$397K 0.05%
31,000
32
$383K 0.05%
23,286
-4,000
33
$343K 0.05%
1,900
34
$323K 0.04%
2,244
35
$319K 0.04%
17,329
+575
36
$288K 0.04%
8,238
+1,164
37
$215K 0.03%
121,878
+368
38
$213K 0.03%
4,320
39
$116K 0.02%
+87,300
40
$65.9K 0.01%
70,624
+720
41
$55K 0.01%
10,000
42
– –
-10,000
1
2