KB
Kimelman & Baird Portfolio holdings
AUM
$1.23B
1-Year Est. Return
13.48%
1 Year Est. Return
+13.48%
AUM
$1.23B
AUM Growth
+$51.2M
(+4.3%)
Holding
357
Top Buys
| 1 | +$11.6M | |
| 2 | +$6.2M | |
| 3 | +$867K | |
| 4 |
Linde
LIN
|
+$203K |
| 5 |
NVIDIA
NVDA
|
+$177K |
Top Sells
| 1 | +$18.9M | |
| 2 | +$2.26M | |
| 3 | +$1.84M | |
| 4 |
Copart
CPRT
|
+$715K |
| 5 |
Apple
AAPL
|
+$649K |
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 | |
|---|---|---|---|---|---|---|
351
Target
TGT
$42.8B
| – | – |
-350
|
|
||
352
Travelers Companies
TRV
$60.2B
| – | – |
-8,536
|
|
||
353
Valero Energy
VLO
$53.1B
| – | – |
-100
|
|
||
|
VRN
354
DELISTED
Veren
VRN
| – | – |
-42
|
|