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
76
$762K 0.06%
11,942
-1,600
77
$722K 0.06%
14,500
78
$697K 0.06%
5,400
79
$675K 0.05%
2,053
-561
80
$667K 0.05%
6,850
81
$642K 0.05%
5,500
82
$636K 0.05%
4,850
-2,250
83
$630K 0.05%
4,100
84
$604K 0.05%
21,942
85
$601K 0.05%
7,114
-1,900
86
$587K 0.05%
1,002
87
$584K 0.05%
8,650
88
$562K 0.04%
3,992
89
$555K 0.04%
10,065
90
$552K 0.04%
10,250
-90
91
$546K 0.04%
3,000
92
$533K 0.04%
1,053
93
$513K 0.04%
13,950
-3,000
94
$509K 0.04%
8,170
-1,500
95
$499K 0.04%
5,949
96
$496K 0.04%
4,500
97
$486K 0.04%
10,000
98
$483K 0.04%
3,177
99
$443K 0.04%
1,606
100
$439K 0.03%
7,703
2 3
4
5 6