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
176
$55.6K ﹤0.01%
694
177
$55.2K ﹤0.01%
130
178
$55.1K ﹤0.01%
601
179
$54.7K ﹤0.01%
600
180
$54.6K ﹤0.01%
700
181
$52.1K ﹤0.01%
626
182
$51.8K ﹤0.01%
999
-15
183
$51.4K ﹤0.01%
1,400
184
$48K ﹤0.01%
333
185
$47.2K ﹤0.01%
4,500
186
$46.9K ﹤0.01%
1,056
187
$46.7K ﹤0.01%
175
188
$46.3K ﹤0.01%
110
189
$45.3K ﹤0.01%
1,000
190
$45.2K ﹤0.01%
542
191
$44.6K ﹤0.01%
250
192
$44.4K ﹤0.01%
652
193
$44.1K ﹤0.01%
55
194
$44K ﹤0.01%
1,124
195
$43.7K ﹤0.01%
160
196
$43.6K ﹤0.01%
200
197
$42.5K ﹤0.01%
75
198
$42.3K ﹤0.01%
440
199
$42.1K ﹤0.01%
763
200
$41.3K ﹤0.01%
730
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