KB

Kimelman & Baird Portfolio holdings

AUM $1.23B
1-Year Est. Return 13.48%
This Quarter Est. Return
1 Year Est. Return
+13.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$532M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$27.2M
2
+$26.9M
3
+$26.1M
4
CPRT icon
Copart
CPRT
+$24.8M
5
CMD
Cantel Medical Corporation
CMD
+$24.4M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 20.21%
2 Healthcare 16.75%
3 Consumer Discretionary 12.15%
4 Communication Services 11.59%
5 Financials 11.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.41M 1.39%
+96,155
27
$7.36M 1.38%
+153,785
28
$7.18M 1.35%
+189,160
29
$6.98M 1.31%
+140,900
30
$6.8M 1.28%
+186,163
31
$6.66M 1.25%
+56,360
32
$6.6M 1.24%
+338,768
33
$6.58M 1.24%
+277,600
34
$6.52M 1.23%
+72,459
35
$5.84M 1.1%
+198,546
36
$5.2M 0.98%
+113,465
37
$4.85M 0.91%
+32,575
38
$4.85M 0.91%
+69,585
39
$4.76M 0.9%
+56,300
40
$4.42M 0.83%
+64,313
41
$4.35M 0.82%
+64,411
42
$4.06M 0.76%
+39,082
43
$3.74M 0.7%
+47,084
44
$3.72M 0.7%
+37,656
45
$3.64M 0.68%
+30,034
46
$3.51M 0.66%
+35,090
47
$2.34M 0.44%
+89,937
48
$2.19M 0.41%
+84,176
49
$2.15M 0.4%
+107,448
50
$2.13M 0.4%
+16,734
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