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
301
$1.55K ﹤0.01%
3
302
$1.48K ﹤0.01%
9
303
$1.45K ﹤0.01%
400
304
$1.43K ﹤0.01%
9
305
$1.43K ﹤0.01%
1
306
$1.42K ﹤0.01%
3
307
$1.32K ﹤0.01%
+17
308
$1.24K ﹤0.01%
2
309
$1.23K ﹤0.01%
19
310
$1.1K ﹤0.01%
23
311
$1.03K ﹤0.01%
12
312
$991 ﹤0.01%
260
313
$987 ﹤0.01%
29
314
$972 ﹤0.01%
22
315
$970 ﹤0.01%
75
316
$953 ﹤0.01%
60
317
$947 ﹤0.01%
517
318
$931 ﹤0.01%
13
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$920 ﹤0.01%
40
320
$895 ﹤0.01%
1
321
$885 ﹤0.01%
146
322
$856 ﹤0.01%
131
323
$852 ﹤0.01%
5
324
$821 ﹤0.01%
7
325
$814 ﹤0.01%
13