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
201
$41.6K ﹤0.01%
200
202
$41K ﹤0.01%
542
203
$40.9K ﹤0.01%
730
204
$40.8K ﹤0.01%
416
-2,400
205
$40.1K ﹤0.01%
250
206
$39.6K ﹤0.01%
170
207
$39.5K ﹤0.01%
200
208
$39.3K ﹤0.01%
1,124
209
$38.1K ﹤0.01%
160
210
$37.7K ﹤0.01%
125
211
$37.5K ﹤0.01%
740
212
$36.9K ﹤0.01%
763
213
$36.5K ﹤0.01%
+350
214
$36.4K ﹤0.01%
55
215
$35.8K ﹤0.01%
284
216
$34.7K ﹤0.01%
1,050
217
$34.2K ﹤0.01%
54
218
$33.3K ﹤0.01%
300
219
$33K ﹤0.01%
100
220
$32.8K ﹤0.01%
269
221
$31.1K ﹤0.01%
910
222
$30.3K ﹤0.01%
1,200
223
$28.7K ﹤0.01%
747
224
$28.6K ﹤0.01%
506
225
$28.3K ﹤0.01%
650