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
$793M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$339K
3
+$303K
4
JBTM
JBT Marel
JBTM
+$222K
5
CSX icon
CSX Corp
CSX
+$217K

Top Sells

1
+$11.1M
2
+$2.9M
3
+$2.1M
4
HD icon
Home Depot
HD
+$439K
5
CPRT icon
Copart
CPRT
+$423K

Sector Composition

1 Industrials 18.96%
2 Financials 16.35%
3 Consumer Discretionary 14.87%
4 Communication Services 11.45%
5 Healthcare 10.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,500
102
– –
-1,746
103
– –
-10,000
104
– –
-3,000
1 2 3 4
5