KB

Kimelman & Baird Portfolio holdings

AUM $1.3B
1-Year Est. Return 12.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
+$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$5M
3
+$842K
4
LIN icon
Linde
LIN
+$197K
5
NVDA icon
NVIDIA
NVDA
+$141K

Top Sells

1
+$17.5M
2
+$2.26M
3
+$1.72M
4
CPRT icon
Copart
CPRT
+$815K
5
AAPL icon
Apple
AAPL
+$639K

Sector Composition

1 Industrials 23.3%
2 Financials 20.84%
3 Technology 17.42%
4 Consumer Discretionary 15.4%
5 Healthcare 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$25.6K ﹤0.01%
2,360
227
$24.2K ﹤0.01%
300
228
$24.1K ﹤0.01%
300
229
$24K ﹤0.01%
247
230
$24K ﹤0.01%
401
231
$22.2K ﹤0.01%
200
232
$20.4K ﹤0.01%
+300
233
$19.6K ﹤0.01%
2,000
234
$18.9K ﹤0.01%
300
235
$18.7K ﹤0.01%
902
236
$18.4K ﹤0.01%
1,600
237
$15.9K ﹤0.01%
112
238
$15.8K ﹤0.01%
800
239
$15.8K ﹤0.01%
300
240
$15.5K ﹤0.01%
172
241
$15.5K ﹤0.01%
1,273
242
$15.4K ﹤0.01%
1,823
243
$14.4K ﹤0.01%
401
244
$14.4K ﹤0.01%
1,094
245
$12.3K ﹤0.01%
276
246
$12.1K ﹤0.01%
116
247
$12K ﹤0.01%
800
248
$11.7K ﹤0.01%
412
249
$11.6K ﹤0.01%
250
250
$11.4K ﹤0.01%
150
8 9
10
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