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
$1.28B
AUM Growth
+$52.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1 +$14M
2 +$2.86M
3 +$526K
4
LIN icon
Linde
LIN
+$468K
5
CVX icon
Chevron
CVX
+$465K

Top Sells

1 +$11.3M
2 +$2.73M
3 +$1.51M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.18M
5
MSFT icon
Microsoft
MSFT
+$1.06M

Sector Composition

1 Financials 21.03%
2 Industrials 20.74%
3 Technology 19.08%
4 Consumer Discretionary 16.06%
5 Healthcare 6.8%

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