KB

Kimelman & Baird Portfolio holdings

AUM $1.28B
1-Year Est. Return 14.27%
This Quarter Est. Return
1 Year Est. Return
+14.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.18B
AUM Growth
-$81.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1 +$2.26M
2 +$545K
3 +$540K
4
NVDA icon
NVIDIA
NVDA
+$294K
5
NKE icon
Nike
NKE
+$289K

Top Sells

1 +$8.55M
2 +$7.98M
3 +$4.28M
4
STE icon
Steris
STE
+$2.31M
5
JPM icon
JPMorgan Chase
JPM
+$1.08M

Sector Composition

1 Industrials 25.07%
2 Financials 20.31%
3 Technology 15.43%
4 Consumer Discretionary 15.04%
5 Healthcare 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$26.8K ﹤0.01%
662
227
$25K ﹤0.01%
300
228
$24.1K ﹤0.01%
300
229
$23.9K ﹤0.01%
247
230
$23.7K ﹤0.01%
2,360
231
$23K ﹤0.01%
252
232
$22.4K ﹤0.01%
200
233
$20.7K ﹤0.01%
401
234
$19.8K ﹤0.01%
300
235
$19.8K ﹤0.01%
2,000
236
$18.9K ﹤0.01%
902
237
$17.9K ﹤0.01%
1,600
238
$17.4K ﹤0.01%
768
239
$17K ﹤0.01%
300
240
$15.6K ﹤0.01%
800
241
$15.5K ﹤0.01%
1,273
242
$15.4K ﹤0.01%
1,823
243
$15.3K ﹤0.01%
112
244
$14.7K ﹤0.01%
401
245
$14.4K ﹤0.01%
276
246
$14.3K ﹤0.01%
172
247
$14.1K ﹤0.01%
1,094
248
$13.7K ﹤0.01%
300
249
$13.3K ﹤0.01%
800
250
$13.2K ﹤0.01%
100