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
101
$366K 0.03%
5,874
-75
102
$350K 0.03%
3,750
103
$349K 0.03%
679
104
$339K 0.03%
2,144
105
$336K 0.03%
1,250
106
$328K 0.03%
3,500
107
$312K 0.03%
557
-42
108
$280K 0.02%
4,728
109
$280K 0.02%
4,054
110
$274K 0.02%
5,265
-4,800
111
$273K 0.02%
1,000
112
$270K 0.02%
1,500
113
$266K 0.02%
500
114
$263K 0.02%
687
-20,801
115
$251K 0.02%
5,000
116
$242K 0.02%
9,734
117
$198K 0.02%
4,116
118
$194K 0.02%
7,265
119
$187K 0.02%
4,220
120
$186K 0.02%
500
121
$182K 0.02%
26,032
122
$180K 0.02%
3,375
123
$170K 0.01%
11,500
124
$167K 0.01%
2,779
125
$162K 0.01%
1,332
3 4
5
6 7