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
$201M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$1.69M
2 +$851K

Top Sells

No sells this quarter

Sector Composition

1 Financials 19.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$160M 79.81%
8,737,104
2
$38.9M 19.35%
2,583,292
+56,570
3
$1.69M 0.84%
+1,014,451