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
126
$179K 0.01%
4,220
127
$174K 0.01%
11,500
128
$172K 0.01%
1,500
129
$159K 0.01%
1,500
-500
130
$156K 0.01%
3,375
131
$151K 0.01%
375
132
$145K 0.01%
2,779
133
$144K 0.01%
1,332
134
$140K 0.01%
13,238
135
$137K 0.01%
8,000
136
$132K 0.01%
1,500
137
$131K 0.01%
942
138
$131K 0.01%
1,700
139
$127K 0.01%
1,000
140
$123K 0.01%
4,500
141
$120K 0.01%
939
142
$116K 0.01%
273
143
$115K 0.01%
22,503
144
$115K 0.01%
3,579
145
$114K 0.01%
900
146
$113K 0.01%
852
147
$112K 0.01%
1,997
148
$109K 0.01%
641
149
$107K 0.01%
261
150
$106K 0.01%
200
-80
4 5
6
7 8