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
$1.12B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1 +$58.3M
2 +$58.2M
3 +$57.1M
4
HD icon
Home Depot
HD
+$43.1M
5
TFX icon
Teleflex
TFX
+$42.7M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 25.67%
2 Financials 17.11%
3 Consumer Discretionary 16.4%
4 Technology 14.76%
5 Healthcare 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$226K 0.02%
+3,000
102
$225K 0.02%
+3,933
103
$217K 0.02%
+542
104
$202K 0.02%
+8,680
105
$196K 0.02%
+12,000