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
201
$40.9K ﹤0.01%
276
202
$40.8K ﹤0.01%
1,582
+14
203
$38.8K ﹤0.01%
100
204
$38.2K ﹤0.01%
1,050
205
$38.1K ﹤0.01%
416
206
$37.7K ﹤0.01%
170
207
$37.5K ﹤0.01%
284
208
$37.1K ﹤0.01%
910
209
$36.5K ﹤0.01%
117
210
$36.4K ﹤0.01%
726
-1
211
$36.3K ﹤0.01%
269
212
$36.3K ﹤0.01%
600
-200
213
$36.2K ﹤0.01%
125
214
$35.8K ﹤0.01%
740
215
$35K ﹤0.01%
1,200
216
$32K ﹤0.01%
650
217
$30.9K ﹤0.01%
252
218
$30.9K ﹤0.01%
747
219
$30.3K ﹤0.01%
300
220
$29.4K ﹤0.01%
+25
221
$28.4K ﹤0.01%
54
222
$28K ﹤0.01%
500
-6
223
$27.7K ﹤0.01%
662
224
$27.3K ﹤0.01%
300
225
$26.2K ﹤0.01%
1,168
+400
7 8
9
10 11