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
76
$719K 0.06%
6,850
-2,400
77
$714K 0.06%
11,942
78
$676K 0.06%
19,363
-12,618
79
$655K 0.06%
5,500
80
$630K 0.05%
4,100
81
$627K 0.05%
2,053
82
$619K 0.05%
4,350
-500
83
$597K 0.05%
21,942
84
$585K 0.05%
8,170
85
$578K 0.05%
1,002
86
$559K 0.05%
13,950
87
$557K 0.05%
6,201
+6,010
88
$552K 0.05%
7,114
89
$533K 0.05%
4,500
90
$512K 0.04%
3,000
91
$493K 0.04%
3,992
92
$485K 0.04%
8,650
93
$479K 0.04%
3,000
94
$476K 0.04%
3,177
95
$467K 0.04%
3,382
-61,878
96
$462K 0.04%
10,250
97
$427K 0.04%
8,000
98
$422K 0.04%
10,000
99
$419K 0.04%
6,651
-1,052
100
$385K 0.03%
4,385
+207
2 3
4
5 6