KB

Kimelman & Baird Portfolio holdings

AUM $1.3B
1-Year Est. Return 12.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
+$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$5M
3
+$842K
4
LIN icon
Linde
LIN
+$197K
5
NVDA icon
NVIDIA
NVDA
+$141K

Top Sells

1
+$17.5M
2
+$2.26M
3
+$1.72M
4
CPRT icon
Copart
CPRT
+$815K
5
AAPL icon
Apple
AAPL
+$639K

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
– –
-8,536
352
– –
-100
353
– –
-42
354
– –
-500
11 12 13 14
15