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
$1.26B
AUM Growth
+$4.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$6.15M
3
+$881K
4
NVDA icon
NVIDIA
NVDA
+$256K
5
UPS icon
United Parcel Service
UPS
+$215K

Top Sells

1
+$6.1M
2
+$5.49M
3
+$2M
4
CPRT icon
Copart
CPRT
+$1.95M
5
JPM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.8M 1.26%
+796,040
27
$14.4M 1.14%
129,153
-4,146
28
$13.7M 1.09%
32,837
+2,105
29
$13.5M 1.07%
178,175
-10,133
30
$13.3M 1.06%
56,880
31
$13.3M 1.06%
107,585
-11,100
32
$11.6M 0.92%
65,260
-34,267
33
$10.5M 0.83%
97,601
-6,105
34
$9.56M 0.76%
21,488
-12,347
35
$8.09M 0.64%
27,900
-200
36
$7.16M 0.57%
53,333
+1,910
37
$6.55M 0.52%
34,369
-2,490
38
$6.4M 0.51%
149,797
39
$5.63M 0.45%
29,950
40
$5.52M 0.44%
31,070
-2,696
41
$5.46M 0.43%
37,682
-5,250
42
$5.28M 0.42%
25,673
-3,026
43
$4.91M 0.39%
68,453
-15,000
44
$4.38M 0.35%
37,550
-4,550
45
$4.15M 0.33%
66,176
46
$3.86M 0.31%
14,800
-1,500
47
$3.39M 0.27%
29,939
48
$3.3M 0.26%
19,670
-3,300
49
$2.72M 0.22%
12,795
-100
50
$2.19M 0.17%
28,783
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