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
101
$431K 0.03%
8,000
-4,500
102
$399K 0.03%
3,000
103
$397K 0.03%
2,144
104
$392K 0.03%
3,400
105
$378K 0.03%
4,178
106
$371K 0.03%
1,250
-175
107
$366K 0.03%
679
108
$351K 0.03%
599
-50
109
$338K 0.03%
4,728
110
$334K 0.03%
375
111
$318K 0.03%
3,500
-6,000
112
$302K 0.02%
5,000
113
$281K 0.02%
1,500
114
$263K 0.02%
1,000
115
$257K 0.02%
2,816
116
$252K 0.02%
6,725
117
$250K 0.02%
4,054
118
$227K 0.02%
500
119
$220K 0.02%
9,734
120
$208K 0.02%
4,116
121
$202K 0.02%
7,265
122
$200K 0.02%
2,250
123
$198K 0.02%
597
124
$183K 0.01%
26,032
125
$180K 0.01%
500
3 4
5
6 7