KB
Kimelman & Baird Portfolio holdings
AUM
$1.23B
This Quarter Return
+0.82%
1 Year Return
+13.48%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$548M
AUM Growth
+$548M
(-1.2%)
Cap. Flow
-$7.97M
Cap. Flow
% of AUM
-1.45%
Top 10 Holdings %
Top 10 Hldgs %
39.62%
Holding
118
New
1
Increased
11
Reduced
46
Closed
3
Top Buys
| 1 |
Cisco
CSCO
|
$4.73M |
| 2 |
Camden National
CAC
|
$4.35M |
| 3 |
TRIB
Trinity Biotech
TRIB
|
$842K |
| 4 |
AGN
Allergan plc
AGN
|
$219K |
| 5 |
3M
MMM
|
$11.2K |
Top Sells
| 1 |
Kimco Realty
KIM
|
$3.41M |
| 2 |
Nucor
NUE
|
$3.31M |
| 3 |
Waste Management
WM
|
$2.11M |
| 4 |
BMR
BIOMED REALTY TRUST INC
BMR
|
$1.9M |
| 5 |
iRobot
IRBT
|
$1.66M |
Sector Composition
| 1 | Industrials | 22.41% |
| 2 | Healthcare | 16.05% |
| 3 | Energy | 13.53% |
| 4 | Communication Services | 11.93% |
| 5 | Consumer Discretionary | 9.84% |
