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
276
$8.69K ﹤0.01%
1,000
277
$8.65K ﹤0.01%
452
278
$8.42K ﹤0.01%
314
279
$8.38K ﹤0.01%
38
280
$8.06K ﹤0.01%
72
281
$7.34K ﹤0.01%
1,000
282
$7.16K ﹤0.01%
73
283
$6.94K ﹤0.01%
841
-589
284
$6.9K ﹤0.01%
522
285
$6.31K ﹤0.01%
160
286
$5.86K ﹤0.01%
225
287
$5.83K ﹤0.01%
250
-900
288
$5.8K ﹤0.01%
75
289
$5.7K ﹤0.01%
6
290
$5.61K ﹤0.01%
300
291
$3.71K ﹤0.01%
18
292
$2.85K ﹤0.01%
9
293
$2.82K ﹤0.01%
19
294
$2.64K ﹤0.01%
90
295
$2.41K ﹤0.01%
81
296
$2.4K ﹤0.01%
200
297
$2.03K ﹤0.01%
100
298
$1.8K ﹤0.01%
18
299
$1.64K ﹤0.01%
32
300
$1.6K ﹤0.01%
9