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
$180M
AUM Growth
-$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$6.03M

Top Sells

1 +$19.5M
2 +$416K

Sector Composition

1 Financials 25.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$135M 74.86%
7,634,846
-1,102,258
2
$45.3M 25.15%
3,083,161
+410,604
3
-1,014,451