KB

Kimelman & Baird Portfolio holdings

AUM $1.3B
1-Year Est. Return 12.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.85%
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
+$14.7M
2
+$6.6M
3
+$959K
4
NVDA icon
NVIDIA
NVDA
+$263K
5
UPS icon
United Parcel Service
UPS
+$224K

Top Sells

1
+$7.04M
2
+$6.11M
3
+$2M
4
CPRT icon
Copart
CPRT
+$1.93M
5
ENPH icon
Enphase Energy
ENPH
+$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
351
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