KB

Kimelman & Baird Portfolio holdings

AUM $1.3B
1-Year Est. Return 12.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
+$51.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1 +$11.3M
2 +$5M
3 +$842K
4
LIN icon
Linde
LIN
+$197K
5
NVDA icon
NVIDIA
NVDA
+$141K

Top Sells

1 +$17.5M
2 +$2.26M
3 +$1.72M
4
CPRT icon
Copart
CPRT
+$815K
5
AAPL icon
Apple
AAPL
+$639K

Sector Composition

1 Industrials 23.3%
2 Financials 20.84%
3 Technology 17.42%
4 Consumer Discretionary 15.4%
5 Healthcare 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$91.3K 0.01%
825
152
$90.8K 0.01%
433
-7
153
$89K 0.01%
323
154
$87.7K 0.01%
3,413
155
$84.9K 0.01%
6,579
156
$84.6K 0.01%
1,956
157
$83K 0.01%
1,425
158
$82.9K 0.01%
300
159
$80.7K 0.01%
355
160
$79.9K 0.01%
436
161
$75.8K 0.01%
900
162
$75K 0.01%
1,012
163
$74.6K 0.01%
625
164
$73.5K 0.01%
2,729
165
$69K 0.01%
400
166
$64.9K 0.01%
883
167
$62.8K 0.01%
1,000
168
$62.1K 0.01%
675
169
$62K 0.01%
1,700
170
$61.7K 0.01%
692
171
$61.5K 0.01%
7,712
172
$59.4K ﹤0.01%
428
173
$59.1K ﹤0.01%
75
174
$58.9K ﹤0.01%
200
175
$55.9K ﹤0.01%
750