KB

Kimelman & Baird Portfolio holdings

AUM $1.23B
1-Year Est. Return 13.48%
This Quarter Est. Return
1 Year Est. Return
+13.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.25B
AUM Growth
+$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1 +$5.44M
2 +$511K
3 +$174K
4
EQT icon
EQT Corp
EQT
+$124K
5
SLB icon
SLB Limited
SLB
+$112K

Top Sells

1 +$1.21M
2 +$1.13M
3 +$866K
4
WRK
WestRock Company
WRK
+$811K
5
HD icon
Home Depot
HD
+$685K

Sector Composition

1 Industrials 24.4%
2 Financials 18.14%
3 Technology 17.62%
4 Consumer Discretionary 13.75%
5 Healthcare 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$29.9K ﹤0.01%
300
227
$29.9K ﹤0.01%
252
-17
228
$27.6K ﹤0.01%
662
229
$27.6K ﹤0.01%
300
-50
230
$26.3K ﹤0.01%
1,050
231
$24.9K ﹤0.01%
2,360
232
$24.7K ﹤0.01%
300
233
$24.6K ﹤0.01%
247
234
$23.8K ﹤0.01%
700
235
$22.9K ﹤0.01%
401
236
$21.4K ﹤0.01%
506
-33
237
$20.1K ﹤0.01%
2,000
238
$20.1K ﹤0.01%
300
239
$19.8K ﹤0.01%
1,273
240
$19.7K ﹤0.01%
250
-2,000
241
$18K ﹤0.01%
768
242
$17.8K ﹤0.01%
902
243
$17.2K ﹤0.01%
191
244
$16.8K ﹤0.01%
800
245
$16.8K ﹤0.01%
200
246
$16.3K ﹤0.01%
375
247
$16.1K ﹤0.01%
1,823
248
$15.1K ﹤0.01%
1,301
249
$14.7K ﹤0.01%
300
250
$14.4K ﹤0.01%
1,094