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
$1.26B
AUM Growth
+$4.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1 +$15.8M
2 +$6.15M
3 +$881K
4
NVDA icon
NVIDIA
NVDA
+$256K
5
UPS icon
United Parcel Service
UPS
+$215K

Top Sells

1 +$6.1M
2 +$5.49M
3 +$2M
4
CPRT icon
Copart
CPRT
+$1.95M
5
JPM icon
JPMorgan Chase
JPM
+$1.84M

Sector Composition

1 Industrials 23.98%
2 Financials 19.5%
3 Technology 17.06%
4 Consumer Discretionary 15.18%
5 Healthcare 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$24.6K ﹤0.01%
506
227
$24.6K ﹤0.01%
300
228
$23.5K ﹤0.01%
247
229
$23.4K ﹤0.01%
2,360
230
$22.6K ﹤0.01%
401
231
$22.5K ﹤0.01%
300
232
$20.4K ﹤0.01%
700
233
$20.2K ﹤0.01%
300
234
$19.6K ﹤0.01%
902
235
$19.3K ﹤0.01%
250
236
$18.5K ﹤0.01%
112
237
$18.5K ﹤0.01%
200
238
$17.6K ﹤0.01%
2,000
239
$16.3K ﹤0.01%
1,273
240
$16.3K ﹤0.01%
1,823
241
$16.2K ﹤0.01%
1,301
242
$15.5K ﹤0.01%
2,914
+2,880
243
$15.4K ﹤0.01%
768
244
$15.4K ﹤0.01%
800
245
$15.3K ﹤0.01%
191
246
$15K ﹤0.01%
1,094
247
$14.9K ﹤0.01%
1,600
248
$14.3K ﹤0.01%
300
249
$14K ﹤0.01%
800
250
$13.8K ﹤0.01%
401