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
276
$5.68K ﹤0.01%
6
277
$4.81K ﹤0.01%
1,000
278
$4.8K ﹤0.01%
18
279
$3.41K ﹤0.01%
55
280
$3.11K ﹤0.01%
138
281
$2.74K ﹤0.01%
+50
282
$2.58K ﹤0.01%
90
283
$2.58K ﹤0.01%
400
284
$2.38K ﹤0.01%
9
285
$2.24K ﹤0.01%
81
286
$2.22K ﹤0.01%
19
287
$2.18K ﹤0.01%
32
288
$1.86K ﹤0.01%
200
289
$1.71K ﹤0.01%
18
290
$1.55K ﹤0.01%
9
291
$1.53K ﹤0.01%
17
292
$1.52K ﹤0.01%
3
293
$1.49K ﹤0.01%
19
294
$1.4K ﹤0.01%
3
295
$1.38K ﹤0.01%
1
296
$1.35K ﹤0.01%
100
297
$1.35K ﹤0.01%
9
298
$1.26K ﹤0.01%
40
299
$1.02K ﹤0.01%
22
300
$1.01K ﹤0.01%
29
10 11
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