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
301
$1.27K ﹤0.01%
1
302
$1.19K ﹤0.01%
22
303
$1.18K ﹤0.01%
23
304
$1.09K ﹤0.01%
9
305
$1.06K ﹤0.01%
1
306
$1.04K ﹤0.01%
2
307
$995 ﹤0.01%
9
308
$931 ﹤0.01%
517
309
$873 ﹤0.01%
13
310
$869 ﹤0.01%
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$865 ﹤0.01%
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312
$848 ﹤0.01%
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$834 ﹤0.01%
5
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$746 ﹤0.01%
4
317
$713 ﹤0.01%
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318
$711 ﹤0.01%
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$683 ﹤0.01%
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$673 ﹤0.01%
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321
$672 ﹤0.01%
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322
$660 ﹤0.01%
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323
$657 ﹤0.01%
100
324
$652 ﹤0.01%
24
325
$631 ﹤0.01%
8
11 12
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14 15