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
51
$1.94M 0.37%
+73,852
52
$1.89M 0.35%
+29,155
53
$1.87M 0.35%
+46,320
54
$1.77M 0.33%
+17,267
55
$1.69M 0.32%
+28,500
56
$1.5M 0.28%
+8,097
57
$1.49M 0.28%
+11,802
58
$1.49M 0.28%
+22,300
59
$1.35M 0.25%
+90,300
60
$1.28M 0.24%
+21,738
61
$1.18M 0.22%
+14,927
62
$987K 0.19%
+11,290
63
$952K 0.18%
+27,524
64
$941K 0.18%
+18,819
65
$917K 0.17%
+44,799
66
$916K 0.17%
+20,400
67
$915K 0.17%
+25,638
68
$864K 0.16%
+8,680
69
$808K 0.15%
+60,320
70
$755K 0.14%
+21,440
71
$681K 0.13%
+16,280
72
$627K 0.12%
+6,520
73
$610K 0.11%
+12,558
74
$584K 0.11%
+3,600
75
$577K 0.11%
+360,521
1 2
3
4 5