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
$592M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$1.67M
3
+$1.54M

Top Sells

1
+$4.94M
2
+$3.57M
3
+$3.06M
4
STL
Sterling Bancorp
STL
+$2.83M
5
PFE icon
Pfizer
PFE
+$2.51M

Sector Composition

1 Financials 31.53%
2 Healthcare 29.15%
3 Communication Services 10.38%
4 Energy 9.52%
5 Consumer Staples 6.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$63M 10.64%
1,908,811
-76,100
2
$59.2M 10%
1,079,246
-24,096
3
$58.3M 9.84%
1,131,041
-59,421
4
$55.1M 9.3%
4,002,423
-128,950
5
$54.2M 9.15%
1,079,705
-46,589
6
$45.5M 7.69%
1,377,802
-42,640
7
$37M 6.24%
8,948
-863
8
$35.5M 5.99%
1,092,995
+47,464
9
$28M 4.73%
1,873,882
-89,333
10
$21.1M 3.56%
2,359,528
+513,518
11
$18.4M 3.11%
979,823
+89,214
12
$18.2M 3.08%
1,961,392
-20,450
13
$14.4M 2.43%
1,072,309
-211,275
14
$14.3M 2.42%
1,561,046
-142,213
15
$12.3M 2.08%
606,580
-242,903
16
$11.6M 1.95%
2,914,901
-28,121
17
$8.14M 1.38%
1,155,216
-6,250
18
$4.98M 0.84%
250,172
-16,432
19
$3.05M 0.52%
34,560
20
$1.83M 0.31%
28,400
21
$1.5M 0.25%
17,684
22
$1.38M 0.23%
49,020
-1,974
23
$1.17M 0.2%
132,333
-1,712
24
$1.15M 0.19%
7,487
25
$768K 0.13%
49,877
-1,220
1
2