KB
Kimelman & Baird Portfolio holdings
AUM
$1.23B
1-Year Est. Return
13.48%
1 Year Est. Return
+13.48%
AUM
$1.18B
AUM Growth
-$81.2M
(-6.5%)
Holding
361
Top Buys
| 1 | +$2.26M | |
| 2 | +$545K | |
| 3 | +$540K | |
| 4 |
NVIDIA
NVDA
|
+$294K |
| 5 |
Nike
NKE
|
+$289K |
Top Sells
| 1 | +$8.55M | |
| 2 | +$7.98M | |
| 3 | +$4.28M | |
| 4 |
Steris
STE
|
+$2.31M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
351
Alibaba
BABA
$399B
| – | – |
-100
|
|
||
352
Vanguard Short-Term Bond ETF
BSV
$39B
| – | – |
-250
|
|
||
353
Cigna
CI
$81.4B
| – | – |
-1,606
|
|
||
354
iShares Core S&P Small-Cap ETF
IJR
$87.3B
| – | – |
-3,400
|
|
||
355
iRobot
IRBT
$175M
| – | – |
-1,000
|
|
||
356
Phillips Edison & Co
PECO
$4.36B
| – | – |
-6,725
|
|
||
357
Schwab US TIPS ETF
SCHP
$14.5B
| – | – |
-314
|
|
||
|
ALTM
358
DELISTED
Arcadium Lithium plc
ALTM
| – | – |
-22,503
|
|