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
$687M
AUM Growth
-$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$12.5M
3
+$7.17M
4
BP icon
BP
BP
+$2.46M
5
STL
Sterling Bancorp
STL
+$725K

Top Sells

1
+$14.5M
2
+$7.06M
3
+$3.91M
4
FLG
Flagstar Bank National Association
FLG
+$853K
5
MRK icon
Merck
MRK
+$483K

Sector Composition

1 Financials 32.2%
2 Healthcare 24.7%
3 Energy 11.99%
4 Communication Services 10.67%
5 Technology 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$68.6M 9.98%
4,511,896
-257,065
2
$65.2M 9.49%
1,385,144
+152,270
3
$64.8M 9.43%
1,173,838
-8,741
4
$62.2M 9.04%
2,239,211
+12,300
5
$59.5M 8.66%
1,241,721
-17,799
6
$47.8M 6.96%
1,108,135
+56,922
7
$39.1M 5.69%
1,541,729
-15,250
8
$34.5M 5.02%
2,265,645
-463,796
9
$34.3M 4.99%
11,360
-153
10
$31.6M 4.59%
903,754
-414,838
11
$28.5M 4.14%
3,774,517
-1,386
12
$27.9M 4.05%
2,522,739
-18,500
13
$19.4M 2.83%
2,063,944
-19,350
14
$17.1M 2.49%
1,670,450
+1,220,450
15
$16.8M 2.44%
1,396,823
+60,452
16
$16.2M 2.35%
+912,085
17
$7.8M 1.13%
1,199,563
18
$3.41M 0.5%
334,084
-2,190
19
$2.39M 0.35%
29,427
-1,897
20
$1.78M 0.26%
17,684
-528
21
$1.34M 0.2%
27,650
-2,000
22
$1.3M 0.19%
48,506
-482
23
$1.26M 0.18%
28,280
24
$1.21M 0.18%
138,084
-8,105
25
$852K 0.12%
55,463
-1,558
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