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
151
$88.7K 0.01%
1,956
152
$88.3K 0.01%
400
153
$88.3K 0.01%
3,000
154
$86.5K 0.01%
355
155
$86.5K 0.01%
1,997
156
$85.7K 0.01%
323
+285
157
$81.7K 0.01%
1,012
158
$80.9K 0.01%
1,900
159
$78.7K 0.01%
6,579
160
$77.2K 0.01%
625
161
$76.1K 0.01%
2,729
162
$75K 0.01%
440
163
$74.1K 0.01%
900
164
$72.4K 0.01%
91
+90
165
$68.8K 0.01%
1,425
166
$68.2K 0.01%
7,712
167
$67.9K 0.01%
600
168
$63.3K 0.01%
436
-80
169
$61.2K 0.01%
117
-936
170
$60.4K 0.01%
+456
171
$59.8K 0.01%
1,000
172
$58.2K ﹤0.01%
4,500
173
$56.5K ﹤0.01%
692
174
$55.2K ﹤0.01%
601
175
$54.4K ﹤0.01%
300
5 6
7
8 9