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
$182M
AUM Growth
+$2.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2
New
Increased
Reduced
Closed

Top Buys

1 +$2.94M

Top Sells

1 +$12.3M

Sector Composition

1 Financials 26.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$133M 73.11%
6,989,683
-645,163
2
$49M 26.89%
3,280,092
+196,931