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
176
$54.2K ﹤0.01%
428
177
$54.1K ﹤0.01%
1,000
178
$53.8K ﹤0.01%
700
179
$53K ﹤0.01%
1,425
180
$52.7K ﹤0.01%
692
181
$52.2K ﹤0.01%
130
182
$50.9K ﹤0.01%
300
183
$50.9K ﹤0.01%
601
184
$50.8K ﹤0.01%
110
185
$48.2K ﹤0.01%
1,568
-1,027
186
$47.8K ﹤0.01%
1,000
187
$47.3K ﹤0.01%
800
188
$47.1K ﹤0.01%
75
189
$47.1K ﹤0.01%
694
190
$47K ﹤0.01%
883
191
$46.1K ﹤0.01%
440
192
$44.6K ﹤0.01%
160
-10
193
$44.4K ﹤0.01%
1,400
194
$44K ﹤0.01%
652
195
$44K ﹤0.01%
200
196
$43.6K ﹤0.01%
1,056
197
$43.5K ﹤0.01%
333
198
$43.5K ﹤0.01%
250
199
$42K ﹤0.01%
170
200
$41.9K ﹤0.01%
175