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
151
$106K 0.01%
2,770
152
$105K 0.01%
300
153
$102K 0.01%
500
154
$99.9K 0.01%
355
-65
155
$96.8K 0.01%
4,252
156
$96.8K 0.01%
3,000
157
$96.1K 0.01%
3,413
158
$84K 0.01%
516
159
$83.9K 0.01%
2,729
160
$82.2K 0.01%
400
161
$79.1K 0.01%
1,012
-808
162
$78.2K 0.01%
1,956
-1,125
163
$77.9K 0.01%
440
164
$76K 0.01%
900
165
$71.2K 0.01%
625
166
$71.1K 0.01%
4,500
-12,785
167
$69.3K 0.01%
7,712
168
$68.8K 0.01%
6,579
169
$67.8K 0.01%
1,014
-1,333
170
$64.9K 0.01%
500
171
$63.4K 0.01%
600
172
$58K ﹤0.01%
+1,900
173
$57.6K ﹤0.01%
675
174
$57.4K ﹤0.01%
727
-408
175
$56.6K ﹤0.01%
626
5 6
7
8 9