KB

Kimelman & Baird Portfolio holdings

AUM $1.3B
1-Year Est. Return 12.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.73%
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
251
$11.3K ﹤0.01%
1,261
-40
252
$11.1K ﹤0.01%
275
253
$11.1K ﹤0.01%
36
254
$11K ﹤0.01%
350
255
$10.5K ﹤0.01%
161
256
$10.2K ﹤0.01%
500
257
$10K ﹤0.01%
200
258
$9.49K ﹤0.01%
300
259
$9.28K ﹤0.01%
2,529
260
$9.2K ﹤0.01%
300
261
$8.4K ﹤0.01%
200
262
$8.29K ﹤0.01%
+84
263
$7.86K ﹤0.01%
686
-50
264
$7.38K ﹤0.01%
75
265
$7.35K ﹤0.01%
225
266
$6.44K ﹤0.01%
73
267
$6.3K ﹤0.01%
6
268
$5.52K ﹤0.01%
178
-178
269
$5.38K ﹤0.01%
72
270
$5.22K ﹤0.01%
1,000
271
$5.2K ﹤0.01%
+5
272
$4.54K ﹤0.01%
+300
273
$4.39K ﹤0.01%
400
274
$4.38K ﹤0.01%
452
275
$4.29K ﹤0.01%
18
9 10
11
12 13