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
251
$14.3K ﹤0.01%
1,600
252
$14K ﹤0.01%
112
253
$13.6K ﹤0.01%
401
254
$13.5K ﹤0.01%
300
255
$13.5K ﹤0.01%
100
256
$13.3K ﹤0.01%
800
257
$13.1K ﹤0.01%
900
258
$13.1K ﹤0.01%
150
259
$12.9K ﹤0.01%
356
260
$12.4K ﹤0.01%
276
261
$12.4K ﹤0.01%
1,405
262
$12K ﹤0.01%
10,000
263
$11.9K ﹤0.01%
300
264
$11.6K ﹤0.01%
350
265
$11.2K ﹤0.01%
116
266
$11.1K ﹤0.01%
200
267
$10.6K ﹤0.01%
350
268
$10.6K ﹤0.01%
161
269
$10.6K ﹤0.01%
275
270
$10.5K ﹤0.01%
150
-1,000
271
$10.3K ﹤0.01%
200
272
$10.1K ﹤0.01%
500
273
$9.96K ﹤0.01%
36
274
$9.43K ﹤0.01%
2,529
275
$8.93K ﹤0.01%
300