KBG

Kahn Brothers Group Portfolio holdings

AUM $565M
1-Year Est. Return 26.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$498M
AUM Growth
+$3.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$10.3M
3
+$4.6M
4
IDT icon
IDT Corp
IDT
+$1.78M
5
FLG
Flagstar Bank National Association
FLG
+$1.19M

Top Sells

1
+$12.1M
2
+$6.2M
3
+$2.29M
4
HOLX icon
Hologic
HOLX
+$1.22M
5
HLN icon
Haleon
HLN
+$695K

Sector Composition

1 Healthcare 39.23%
2 Financials 26.52%
3 Communication Services 16.65%
4 Energy 9.82%
5 Consumer Staples 5.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$614K 0.12%
2,992
+200
27
$593K 0.12%
6,596
28
$562K 0.11%
11,887
-5,388
29
$445K 0.09%
1,508
30
$357K 0.07%
18,856
31
$340K 0.07%
84,781
-840
32
$334K 0.07%
7,715
-148
33
$305K 0.06%
3,624
-750
34
$294K 0.06%
2,053
35
$293K 0.06%
10,000
36
$290K 0.06%
20,600
37
$282K 0.06%
1,767
+67
38
$279K 0.06%
1,497
39
$279K 0.06%
161,032
-3,532
40
$238K 0.05%
1,800
41
$228K 0.05%
+6,380
42
$224K 0.05%
1,500
43
$207K 0.04%
+8,000
44
$201K 0.04%
2,349
45
– –
-841
46
– –
-1,971
47
– –
-12,318
48
– –
-19,757
49
– –
-10,000
50
– –
-7,197
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