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
$641M
AUM Growth
-$41.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$683K
3
+$365K
4
XOM icon
Exxon Mobil
XOM
+$174K
5
BAC icon
Bank of America
BAC
+$153K

Top Sells

1
+$2.71M
2
+$2.67M
3
+$1.98M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.13M
5
MRK icon
Merck
MRK
+$1.02M

Sector Composition

1 Financials 34.89%
2 Healthcare 32.93%
3 Energy 18.94%
4 Consumer Staples 5.66%
5 Technology 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$71.4M 11.14%
2,097,966
-19,591
2
$68.7M 10.71%
1,773,634
-68,857
3
$65.8M 10.26%
638,793
-9,878
4
$61.9M 9.65%
1,022,139
-16,795
5
$50.4M 7.86%
3,639,719
-195,748
6
$50M 7.8%
1,215,684
+8,878
7
$49.5M 7.72%
851,699
-19,545
8
$46.5M 7.25%
1,282,289
+18,831
9
$35.6M 5.55%
9,474
-86
10
$35M 5.46%
1,055,759
-10,332
11
$34.7M 5.41%
4,809,384
-29,111
12
$23.1M 3.6%
2,892,612
-31,554
13
$8.6M 1.34%
1,032,464
-237,974
14
$7.7M 1.2%
349,063
-4,052
15
$6.5M 1.01%
1,380,056
-26,189
16
$4.38M 0.68%
297,512
-4,552
17
$4.29M 0.67%
106,412
18
$2.2M 0.34%
21,578
19
$1.98M 0.31%
28,491
-1,544
20
$1.81M 0.28%
15,437
+1,482
21
$1.55M 0.24%
+50,428
22
$1.04M 0.16%
38,073
+5,592
23
$892K 0.14%
51,346
-8,452
24
$709K 0.11%
68,988
-2,794
25
$548K 0.09%
3,248
1
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