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
276
$4.02K ﹤0.01%
200
277
$3.6K ﹤0.01%
50
278
$3.17K ﹤0.01%
138
279
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9
280
$2.6K ﹤0.01%
32
281
$2.42K ﹤0.01%
90
282
$2.24K ﹤0.01%
19
283
$2.2K ﹤0.01%
9
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55
285
$1.78K ﹤0.01%
17
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$1.73K ﹤0.01%
19
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40
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$1.68K ﹤0.01%
81
290
$1.59K ﹤0.01%
18
291
$1.58K ﹤0.01%
3
292
$1.52K ﹤0.01%
1
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$1.5K ﹤0.01%
3
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$1.48K ﹤0.01%
9
295
$1.28K ﹤0.01%
9
296
$1.15K ﹤0.01%
100
297
$1.09K ﹤0.01%
5
298
$1.05K ﹤0.01%
22
299
$997 ﹤0.01%
26
300
$996 ﹤0.01%
29
10 11
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