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
276
$6.25K ﹤0.01%
1,000
277
$6.15K ﹤0.01%
6
278
$5.84K ﹤0.01%
225
279
$5.79K ﹤0.01%
10,000
280
$5.61K ﹤0.01%
75
281
$4.46K ﹤0.01%
+161
282
$3.97K ﹤0.01%
18
283
$3.78K ﹤0.01%
55
-23,218
284
$3.15K ﹤0.01%
+138
285
$2.55K ﹤0.01%
19
286
$2.49K ﹤0.01%
400
287
$2.44K ﹤0.01%
90
288
$2.28K ﹤0.01%
9
289
$2.25K ﹤0.01%
200
290
$2.23K ﹤0.01%
9
291
$2.23K ﹤0.01%
81
292
$2.18K ﹤0.01%
32
293
$1.69K ﹤0.01%
100
294
$1.58K ﹤0.01%
17
295
$1.53K ﹤0.01%
18
296
$1.5K ﹤0.01%
3
297
$1.45K ﹤0.01%
9
298
$1.42K ﹤0.01%
3
299
$1.41K ﹤0.01%
19
300
$1.38K ﹤0.01%
40
10 11
12
13 14