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
$682M
AUM Growth
-$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$898K
3
+$151K
4
VZ icon
Verizon
VZ
+$1.15K

Top Sells

1
+$5.87M
2
+$4.15M
3
+$2.65M
4
PTEN icon
Patterson-UTI
PTEN
+$2.61M
5
BMY icon
Bristol-Myers Squibb
BMY
+$2.06M

Sector Composition

1 Healthcare 34.82%
2 Financials 34.1%
3 Energy 16.56%
4 Technology 6.63%
5 Consumer Staples 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$575K 0.08%
279,089
-4,358
27
$511K 0.07%
3,248
28
$495K 0.07%
13,335
+31
29
$472K 0.07%
85,890
-100
30
$433K 0.06%
23,286
31
$352K 0.05%
1,900
32
$289K 0.04%
1,900
33
$264K 0.04%
117,785
-2,863
34
$261K 0.04%
31,000
35
$180K 0.03%
4,320
36
$106K 0.02%
6,635
37
$65K 0.01%
10,000
38
$61.3K 0.01%
1,476
39
$44.2K 0.01%
68,016
-1,400
40
– –
-27,472
41
– –
-3,107
1
2