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
326
$404 ﹤0.01%
2
327
$369 ﹤0.01%
5
328
$360 ﹤0.01%
30
329
$349 ﹤0.01%
9
330
$295 ﹤0.01%
61
331
$294 ﹤0.01%
10
332
$290 ﹤0.01%
6
333
$279 ﹤0.01%
42
334
$278 ﹤0.01%
10
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$241 ﹤0.01%
6
336
$233 ﹤0.01%
11
-150
337
$232 ﹤0.01%
15
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$228 ﹤0.01%
7
339
$225 ﹤0.01%
3
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$224 ﹤0.01%
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$220 ﹤0.01%
10
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$203 ﹤0.01%
75
343
$136 ﹤0.01%
13
344
$134 ﹤0.01%
34
-2,880
345
$132 ﹤0.01%
3
346
$42 ﹤0.01%
3
347
$22 ﹤0.01%
4
348
$17 ﹤0.01%
25
349
$2 ﹤0.01%
2
350
– –
-375
11 12 13
14
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