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
126
$150K 0.01%
1,500
127
$143K 0.01%
1,500
128
$143K 0.01%
1,700
129
$140K 0.01%
13,238
130
$137K 0.01%
942
131
$131K 0.01%
+2,250
132
$128K 0.01%
4,500
133
$128K 0.01%
8,000
134
$122K 0.01%
3,579
135
$121K 0.01%
939
136
$120K 0.01%
4,252
137
$116K 0.01%
2,770
138
$111K 0.01%
641
139
$110K 0.01%
900
140
$107K 0.01%
1,500
141
$105K 0.01%
387
-210
142
$105K 0.01%
1,000
143
$102K 0.01%
500
144
$99.9K 0.01%
3,413
145
$97.2K 0.01%
375
146
$96.8K 0.01%
200
147
$96.8K 0.01%
261
148
$94.7K 0.01%
825
-27
149
$94K 0.01%
300
150
$93.9K 0.01%
200
-73
4 5
6
7 8