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
201
$41.8K ﹤0.01%
1,700
202
$40.1K ﹤0.01%
300
203
$39.3K ﹤0.01%
650
204
$39.3K ﹤0.01%
730
205
$39K ﹤0.01%
75
206
$38.8K ﹤0.01%
740
207
$38.5K ﹤0.01%
54
208
$38.1K ﹤0.01%
55
209
$38.1K ﹤0.01%
542
210
$37.5K ﹤0.01%
1,124
211
$37.3K ﹤0.01%
200
212
$37.3K ﹤0.01%
763
213
$37K ﹤0.01%
276
214
$36.7K ﹤0.01%
284
215
$36.3K ﹤0.01%
375
216
$36.3K ﹤0.01%
100
217
$34.6K ﹤0.01%
269
218
$34.5K ﹤0.01%
125
219
$34.1K ﹤0.01%
910
220
$34K ﹤0.01%
1,200
221
$31.4K ﹤0.01%
747
222
$29.6K ﹤0.01%
1,050
223
$29K ﹤0.01%
252
224
$27.3K ﹤0.01%
300
225
$26.1K ﹤0.01%
662