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
251
$13.8K ﹤0.01%
172
-349
252
$13.3K ﹤0.01%
276
253
$12.6K ﹤0.01%
300
254
$12.3K ﹤0.01%
100
255
$12K ﹤0.01%
356
256
$10.9K ﹤0.01%
116
257
$10.8K ﹤0.01%
350
258
$10.6K ﹤0.01%
200
259
$10.5K ﹤0.01%
36
260
$9.93K ﹤0.01%
275
261
$9.91K ﹤0.01%
150
262
$9.88K ﹤0.01%
200
263
$9.76K ﹤0.01%
300
264
$9.71K ﹤0.01%
161
265
$9K ﹤0.01%
2,529
266
$8.82K ﹤0.01%
38
267
$8.77K ﹤0.01%
500
268
$8.48K ﹤0.01%
+100
269
$8.11K ﹤0.01%
314
270
$7.78K ﹤0.01%
736
-105
271
$7.75K ﹤0.01%
1,000
272
$6.74K ﹤0.01%
452
273
$6.59K ﹤0.01%
250
274
$6.58K ﹤0.01%
72
275
$6.38K ﹤0.01%
73