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
$213M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$870K

Top Sells

No sells this quarter

Sector Composition

1 Financials 18.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$172M 81.04%
8,737,104
2
$38.5M 18.08%
2,643,090
+59,798
3
$1.87M 0.88%
1,014,451