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
$523M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$5.4M
2 +$2.78M
3 +$2.74M
4
META icon
Meta Platforms (Facebook)
META
+$1.82M
5
TRIB
Trinity Biotech
TRIB
+$1.57M

Top Sells

1 +$7.11M
2 +$3.76M
3 +$3.12M
4
BMR
BIOMED REALTY TRUST INC
BMR
+$3.03M
5
SWN
Southwestern Energy Company
SWN
+$2.79M

Sector Composition

1 Industrials 26.39%
2 Energy 18.44%
3 Healthcare 11.25%
4 Communication Services 9.62%
5 Consumer Discretionary 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-97,600