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
$555M
AUM Growth
-$96.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$2.46M
3
+$940K
4
GSK icon
GSK
GSK
+$742K
5
XOM icon
Exxon Mobil
XOM
+$211K

Top Sells

1
+$4.78M
2
+$2.64M
3
+$1.39M
4
HOLX icon
Hologic
HOLX
+$1.15M
5
BP icon
BP
BP
+$958K

Sector Composition

1 Financials 34.36%
2 Healthcare 28.53%
3 Energy 12.89%
4 Technology 8.52%
5 Communication Services 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$61.1M 11.02%
920,943
-8,361
2
$53.1M 9.57%
1,443,745
-26,079
3
$49.3M 8.89%
947,093
+18,050
4
$48.3M 8.71%
1,261,585
-9,515
5
$48.2M 8.69%
1,008,752
+15,539
6
$40.7M 7.34%
1,442,460
+125,158
7
$40.4M 7.29%
4,531,910
-19,700
8
$32.6M 5.88%
4,586,225
+14,565
9
$27.4M 4.94%
1,230,122
-214,354
10
$27.2M 4.9%
7,689
-85
11
$23.3M 4.21%
563,267
-3,057
12
$22.6M 4.08%
550,148
-27,937
13
$16.6M 3%
1,607,797
+237,437
14
$16.5M 2.97%
1,899,150
-304,105
15
$14.3M 2.58%
3,618,662
-169,416
16
$9.89M 1.78%
599,291
-84,344
17
$4.13M 0.74%
951,732
-12,652
18
$2.59M 0.47%
74,552
-190
19
$2.52M 0.45%
322,030
-649
20
$1.95M 0.35%
25,382
-520
21
$1.35M 0.24%
19,822
+3,100
22
$1.04M 0.19%
19,950
23
$1.01M 0.18%
48,900
24
$576K 0.1%
23,385
-742
25
$451K 0.08%
4,148
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