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
$798M
AUM Growth
-$2.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$6.27M
2
+$2.76M
3
+$951K
4
VZ icon
Verizon
VZ
+$809K
5
GSK icon
GSK
GSK
+$665K

Top Sells

1
+$385M
2
+$3.74M
3
+$2.9M
4
HOLX icon
Hologic
HOLX
+$1.51M
5
STL
Sterling Bancorp
STL
+$1.09M

Sector Composition

1 Financials 34.75%
2 Healthcare 32.73%
3 Energy 11.11%
4 Consumer Staples 7.29%
5 Technology 6.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$90.1M 11.3%
2,119,685
-9,063,639
2
$73.3M 9.19%
1,061,262
-42,029
3
$70M 8.78%
1,574,774
+8,324
4
$69.6M 8.72%
1,847,866
+25,269
5
$69.2M 8.67%
1,296,479
+12,468
6
$63.7M 7.98%
1,675,574
-26,761
7
$57.8M 7.25%
13,221
-29
8
$54.4M 6.82%
1,072,760
+54,480
9
$51.6M 6.47%
5,589,571
-25,165
10
$29.7M 3.73%
5,660,881
+97,191
11
$29.2M 3.66%
855,623
+6,082
12
$23.1M 2.9%
2,703,393
+733,883
13
$19.8M 2.48%
2,197,605
-35,100
14
$19.1M 2.4%
4,068,088
+100,542
15
$15.6M 1.96%
309,837
-29,865
16
$9.71M 1.22%
340,826
-131,446
17
$9.39M 1.18%
468,122
-54,472
18
$9.11M 1.14%
440,745
+2,777
19
$6.42M 0.81%
1,606,202
-5,665
20
$2.24M 0.28%
25,773
21
$1.37M 0.17%
97,300
+351
22
$1.35M 0.17%
19,120
+146
23
$1.31M 0.16%
21,759
+13,397
24
$985K 0.12%
339,800
+227,300
25
$686K 0.09%
3,300
+100
1
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