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
251
$12.6K ﹤0.01%
116
252
$12.3K ﹤0.01%
700
253
$12K ﹤0.01%
300
254
$11.4K ﹤0.01%
150
255
$11.3K ﹤0.01%
1,301
256
$11K ﹤0.01%
36
257
$10.9K ﹤0.01%
+412
258
$10.9K ﹤0.01%
10,000
259
$10.8K ﹤0.01%
350
260
$10.3K ﹤0.01%
161
261
$10.3K ﹤0.01%
275
262
$10.3K ﹤0.01%
356
263
$10.2K ﹤0.01%
165
+156
264
$9.87K ﹤0.01%
200
265
$9.44K ﹤0.01%
200
266
$9.29K ﹤0.01%
300
267
$9.2K ﹤0.01%
500
268
$9.13K ﹤0.01%
2,529
269
$7.9K ﹤0.01%
736
270
$7.42K ﹤0.01%
250
271
$6.95K ﹤0.01%
225
272
$6.73K ﹤0.01%
452
273
$6.65K ﹤0.01%
73
274
$6.38K ﹤0.01%
75
275
$6.34K ﹤0.01%
72
9 10
11
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