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
$595M
AUM Growth
-$79.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$12.6M
3
+$9.95M
4
BAY
BAYER AG SPONS ADR
BAY
+$8.98M
5
MBI icon
MBIA
MBI
+$2.16M

Top Sells

1
+$51.7M
2
+$3.44M
3
+$3.43M
4
WBS icon
Webster Financial
WBS
+$3.36M
5
MRK icon
Merck
MRK
+$2.71M

Sector Composition

1 Healthcare 42.85%
2 Financials 29.01%
3 Energy 14.53%
4 Communication Services 5.76%
5 Consumer Staples 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$75.8M 12.74%
1,194,852
-4,594
2
$73.3M 12.32%
591,911
-21,904
3
$59.2M 9.95%
1,640,402
-25,218
4
$47.8M 8.03%
1,241,261
-12,383
5
$39.3M 6.61%
4,070,534
+1,999,438
6
$34.4M 5.78%
1,661,023
+480,819
7
$34.4M 5.77%
827,258
-4,733
8
$30.8M 5.18%
4,374,455
+1,275,315
9
$30.6M 5.14%
5,570,263
+393,650
10
$29.2M 4.9%
9,225
+173
11
$28M 4.71%
1,002,430
-20,289
12
$24M 4.04%
2,320,854
-331,478
13
$23.2M 3.9%
301,087
-669,493
14
$21.9M 3.69%
220,903
+126,971
15
$11.9M 2%
331,507
-14,041
16
$5.57M 0.94%
1,761,704
-1,087,822
17
$4.26M 0.72%
291,665
-2,025
18
$2.03M 0.34%
246,147
-228,134
19
$1.9M 0.32%
25,591
-900
20
$1.87M 0.31%
17,581
+2,168
21
$1.67M 0.28%
49,820
-500
22
$1.65M 0.28%
14,326
+159
23
$1.16M 0.19%
1,018
24
$984K 0.17%
30,156
25
$908K 0.15%
20,822
-77,113
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