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
51
$1.58M 0.13%
23,355
52
$1.58M 0.13%
5,490
53
$1.55M 0.13%
73,125
54
$1.48M 0.13%
24,006
55
$1.48M 0.13%
9,293
56
$1.45M 0.12%
22,782
-2,000
57
$1.43M 0.12%
5,658
58
$1.3M 0.11%
21,347
59
$1.29M 0.11%
10,095
60
$1.29M 0.11%
17,350
61
$1.29M 0.11%
21,610
62
$1.28M 0.11%
34,778
63
$1.26M 0.11%
16,749
64
$1.21M 0.1%
38,634
-30,157
65
$1.18M 0.1%
46,691
66
$1.04M 0.09%
15,300
67
$864K 0.07%
2,565
68
$861K 0.07%
58,878
69
$844K 0.07%
34,125
70
$793K 0.07%
5,400
71
$772K 0.07%
14,500
72
$767K 0.07%
54,484
73
$767K 0.07%
9,025
-2,989
74
$764K 0.06%
6,850
75
$728K 0.06%
6,200
1 2
3
4 5