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
$1.25B
AUM Growth
+$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1 +$5.44M
2 +$511K
3 +$174K
4
EQT icon
EQT Corp
EQT
+$124K
5
SLB icon
SLB Limited
SLB
+$112K

Top Sells

1 +$1.21M
2 +$1.13M
3 +$866K
4
WRK
WestRock Company
WRK
+$811K
5
HD icon
Home Depot
HD
+$685K

Sector Composition

1 Industrials 24.4%
2 Financials 18.14%
3 Technology 17.62%
4 Consumer Discretionary 13.75%
5 Healthcare 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$58.2K ﹤0.01%
692
177
$57.9K ﹤0.01%
675
178
$56.8K ﹤0.01%
54
179
$56.6K ﹤0.01%
250
180
$55.9K ﹤0.01%
883
181
$55.2K ﹤0.01%
456
182
$54.6K ﹤0.01%
350
183
$54K ﹤0.01%
700
184
$51.6K ﹤0.01%
500
185
$51K ﹤0.01%
694
186
$50.2K ﹤0.01%
428
187
$49.5K ﹤0.01%
110
188
$48.8K ﹤0.01%
130
189
$48.6K ﹤0.01%
800
190
$48.5K ﹤0.01%
333
191
$47.9K ﹤0.01%
300
192
$47.5K ﹤0.01%
601
193
$47.3K ﹤0.01%
200
194
$46.6K ﹤0.01%
75
195
$46.1K ﹤0.01%
440
196
$46K ﹤0.01%
170
197
$46K ﹤0.01%
521
198
$45.8K ﹤0.01%
55
199
$45.7K ﹤0.01%
1,000
200
$45.6K ﹤0.01%
1,000