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
51
$1.89M 0.15%
24,782
52
$1.72M 0.14%
10,325
-2,424
53
$1.71M 0.14%
73,125
54
$1.5M 0.12%
10,396
55
$1.42M 0.11%
24,006
+361
56
$1.39M 0.11%
23,355
57
$1.33M 0.11%
5,490
58
$1.33M 0.11%
5,658
59
$1.31M 0.1%
34,778
60
$1.28M 0.1%
31,981
61
$1.28M 0.1%
16,749
62
$1.24M 0.1%
46,691
-250
63
$1.24M 0.1%
10,095
64
$1.24M 0.1%
17,350
65
$1.23M 0.1%
21,610
66
$1.21M 0.1%
21,347
67
$1.12M 0.09%
9,293
68
$1.04M 0.08%
12,014
69
$960K 0.08%
58,878
70
$947K 0.08%
2,565
71
$936K 0.07%
15,300
72
$933K 0.07%
34,125
73
$917K 0.07%
9,250
74
$855K 0.07%
6,200
75
$853K 0.07%
54,484
1 2
3
4 5