KB

Kimelman & Baird Portfolio holdings

AUM $1.28B
1-Year Est. Return 14.27%
This Quarter Est. Return
1 Year Est. Return
+14.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.18B
AUM Growth
-$81.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$545K
3
+$540K
4
NVDA icon
NVIDIA
NVDA
+$294K
5
NKE icon
Nike
NKE
+$289K

Top Sells

1
+$8.55M
2
+$7.98M
3
+$4.28M
4
STE icon
Steris
STE
+$2.31M
5
JPM icon
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
26
$14.6M 1.24%
162,550
27
$13.5M 1.14%
56,880
28
$12.8M 1.08%
129,318
+165
29
$11.6M 0.99%
97,601
30
$11.6M 0.99%
182,720
+4,545
31
$8.53M 0.73%
27,320
-580
32
$7.51M 0.64%
68,535
-39,050
33
$7.37M 0.63%
575,242
-7,535
34
$6.51M 0.55%
31,070
35
$6.3M 0.54%
37,682
36
$6.07M 0.52%
56,049
+2,716
37
$6.03M 0.51%
148,997
-800
38
$5.35M 0.45%
29,950
39
$5.28M 0.45%
33,795
-574
40
$4.85M 0.41%
68,424
-29
41
$4.85M 0.41%
66,176
42
$4.61M 0.39%
14,800
43
$4.52M 0.38%
37,550
44
$3.51M 0.3%
15,466
-10,207
45
$3.35M 0.28%
19,670
46
$3.14M 0.27%
23,639
-6,300
47
$3.12M 0.27%
12,795
48
$2.26M 0.19%
+8,536
49
$2.07M 0.18%
10,324
-1
50
$1.72M 0.15%
10,396
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