SBK

Steven B. Klinsky Portfolio holdings

AUM $220M
1-Year Est. Return 6.4%
This Quarter Est. Return
1 Year Est. Return
-6.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2
New
Increased
Reduced
Closed

Top Buys

1 +$145M
2 +$34.7M

Top Sells

No sells this quarter

Sector Composition

1 Financials 19.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$145M 80.66%
+8,737,104
2
$34.7M 19.34%
+2,449,219