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
$640M
AUM Growth
+$85.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$1.42M
3
+$652K

Top Sells

1
+$18.3M
2
+$10.1M
3
+$3.94M
4
STL
Sterling Bancorp
STL
+$2.73M
5
BP icon
BP
BP
+$2.13M

Sector Composition

1 Financials 33.44%
2 Healthcare 29.35%
3 Energy 13.44%
4 Technology 9.78%
5 Consumer Staples 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$69.1M 10.8%
871,291
-49,652
2
$59.9M 9.37%
1,394,116
-49,629
3
$57.3M 8.95%
920,627
-26,466
4
$55.1M 8.6%
1,239,520
-22,065
5
$53.3M 8.34%
1,021,240
+12,488
6
$49.6M 7.75%
1,428,977
-13,483
7
$46M 7.19%
4,561,825
-24,400
8
$42M 6.56%
4,412,482
-119,428
9
$31.4M 4.9%
7,325
-364
10
$24.1M 3.76%
504,350
+484,400
11
$24M 3.74%
1,709,129
+101,332
12
$22.7M 3.54%
562,403
-864
13
$22.1M 3.45%
672,512
-557,610
14
$18.5M 2.89%
1,876,529
-22,621
15
$16.5M 2.57%
340,444
-209,704
16
$16.3M 2.55%
3,537,757
-80,905
17
$8.43M 1.32%
452,549
-146,742
18
$3.95M 0.62%
316,403
-5,627
19
$3.81M 0.59%
951,732
20
$2.19M 0.34%
25,382
21
$1.81M 0.28%
72,722
-1,830
22
$1.58M 0.25%
19,574
-248
23
$1.02M 0.16%
48,900
24
$511K 0.08%
4,148
25
$334K 0.05%
12,098
-11,287
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