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
$641M
AUM Growth
-$41.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$683K
3
+$365K
4
XOM icon
Exxon Mobil
XOM
+$174K
5
BAC icon
Bank of America
BAC
+$153K

Top Sells

1
+$2.71M
2
+$2.67M
3
+$1.98M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.13M
5
MRK icon
Merck
MRK
+$1.02M

Sector Composition

1 Financials 34.89%
2 Healthcare 32.93%
3 Energy 18.94%
4 Consumer Staples 5.66%
5 Technology 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$540K 0.08%
1,480,940
-11,475
27
$519K 0.08%
277,035
-2,054
28
$414K 0.06%
12,779
-556
29
$408K 0.06%
85,890
30
$401K 0.06%
23,286
31
$322K 0.05%
1,900
32
$292K 0.05%
2,000
+100
33
$255K 0.04%
116,434
-1,351
34
$103K 0.02%
10,000
35
$99.7K 0.02%
6,635
36
$65.4K 0.01%
6,272
+4,796
37
$40.5K 0.01%
67,352
-664
38
$17K ﹤0.01%
2,046,547
-2,000
39
– –
-4,320
40
– –
-31,000
1
2