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
176
$54K ﹤0.01%
1,014
177
$53.5K ﹤0.01%
700
178
$52.9K ﹤0.01%
883
179
$52.8K ﹤0.01%
675
180
$51.5K ﹤0.01%
800
181
$51.1K ﹤0.01%
694
182
$50.7K ﹤0.01%
1,400
183
$50.3K ﹤0.01%
428
184
$50.1K ﹤0.01%
626
185
$49.5K ﹤0.01%
175
186
$48.8K ﹤0.01%
727
187
$48.5K ﹤0.01%
1,056
188
$48.5K ﹤0.01%
750
-1,500
189
$48.4K ﹤0.01%
440
190
$48.2K ﹤0.01%
110
191
$47.7K ﹤0.01%
1,568
192
$46.9K ﹤0.01%
130
193
$46.2K ﹤0.01%
652
194
$46K ﹤0.01%
75
195
$45.9K ﹤0.01%
1,700
196
$44.2K ﹤0.01%
75
197
$44.1K ﹤0.01%
500
198
$43.4K ﹤0.01%
333
199
$43.4K ﹤0.01%
276
200
$42.2K ﹤0.01%
1,000
6 7
8
9 10