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
$651M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$9.28M
2
+$3.3M
3
+$807K
4
AGO icon
Assured Guaranty
AGO
+$563K
5
GSK icon
GSK
GSK
+$198K

Top Sells

1
+$8.16M
2
+$3.65M
3
+$1.35M
4
C icon
Citigroup
C
+$750K
5
MRK icon
Merck
MRK
+$733K

Sector Composition

1 Financials 34.91%
2 Healthcare 25.09%
3 Energy 13.83%
4 Technology 11.06%
5 Communication Services 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$66.6M 10.24%
929,043
-10,450
2
$64.7M 9.94%
1,469,824
-6,581
3
$62.9M 9.66%
929,304
-10,833
4
$53.7M 8.24%
1,271,100
+13,340
5
$52M 7.99%
4,571,660
-36,150
6
$49.9M 7.66%
993,213
+3,939
7
$48.7M 7.47%
4,551,610
-62,450
8
$41M 6.29%
1,317,302
+298,438
9
$33.4M 5.14%
1,444,476
-352,436
10
$28.8M 4.43%
7,774
11
$23.7M 3.64%
578,085
-32,942
12
$23.7M 3.64%
566,324
-10,179
13
$23.4M 3.6%
1,370,360
-15,900
14
$19.7M 3.03%
3,788,078
+155,216
15
$18.7M 2.88%
2,203,255
+388,000
16
$15M 2.31%
683,635
-165,991
17
$5.87M 0.9%
964,384
-3,745
18
$2.78M 0.43%
74,742
-370
19
$2.67M 0.41%
322,679
-1,215
20
$2M 0.31%
25,902
21
$1.42M 0.22%
16,722
-212
22
$1.24M 0.19%
19,950
23
$1.09M 0.17%
48,900
24
$711K 0.11%
24,127
-2,000
25
$515K 0.08%
38,206
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