KB
Kimelman & Baird Portfolio holdings
AUM
$1.23B
This Quarter Return
+3.43%
1 Year Return
+13.48%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.26B
AUM Growth
+$1.26B
(+0.39%)
Cap. Flow
-$15.6M
Cap. Flow
% of AUM
-1.24%
Top 10 Holdings %
Top 10 Hldgs %
45.82%
Holding
373
New
9
Increased
11
Reduced
61
Closed
17
Top Buys
| 1 |
Openlane
KAR
|
$15.8M |
| 2 |
Eli Lilly
LLY
|
$6.15M |
| 3 |
Linde
LIN
|
$881K |
| 4 |
Palo Alto Networks
PANW
|
$273K |
| 5 |
NVIDIA
NVDA
|
$256K |
Top Sells
| 1 |
Teleflex
TFX
|
$6.1M |
| 2 |
Adobe
ADBE
|
$5.49M |
| 3 |
Travelers Companies
TRV
|
$2M |
| 4 |
Copart
CPRT
|
$1.95M |
| 5 |
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% |
