KSR
Kimberly S. Roberts Portfolio
Invests via WINSLOW ASSET MANAGEMENT Inc. | Managed by Kimberly S. Roberts, Cipm, Cebs
Invests via WINSLOW ASSET MANAGEMENT Inc.
Managed by Kimberly S. Roberts, Cipm, Cebs
Automatically Tracked
Kimberly S. Roberts Profile
Kimberly S. Roberts stands out in the financial services sector with a strong emphasis on strategic leadership and operational excellence. Her extensive background encompasses roles that merge entrepreneurial vigor with corporate governance, positioning her at the forefront of business innovation. As an accomplished executive, she has spearheaded initiatives that drive organizational growth while navigating complex market dynamics. Kimberly's track record demonstrates an ability to forge impactful partnerships and foster talent development, which are crucial for sustaining competitive advantage in today’s fast-paced landscape. Her insights into industry trends make her a sought-after thought leader among peers and aspiring professionals alike.
Kimberly S. Roberts stands out in the financial services sector with a strong emphasis on strategic leadership and operational excellence. Her extensive background encompasses roles that merge entrepreneurial vigor with corporate governance, positioning her at the forefront of business innovation. As an accomplished executive, she has spearheaded initiatives that drive organizational growth while navigating complex market dynamics. Kimberly's track record demonstrates an ability to forge impactful partnerships and foster talent development, which are crucial for sustaining competitive advantage in today’s fast-paced landscape. Her insights into industry trends make her a sought-after thought leader among peers and aspiring professionals alike.
Investment Philosophy & Strategy
Growth opportunities are at the forefront of Kimberly S. Roberts' investment strategy, reflecting her extensive expertise in corporate leadership and operational refinement. Her multifaceted approach emphasizes strategic partnerships and innovation, allowing for a distinctive market position within emerging sectors. With an eye towards entrepreneurial ventures, she integrates insights from industry trends to identify compelling prospects that resonate with her long-term vision. By fostering talent development alongside exploring transformative business models, she aims to propel organizations toward sustainable success while optimizing performance across various dynamics.
Growth opportunities are at the forefront of Kimberly S. Roberts' investment strategy, reflecting her extensive expertise in corporate leadership and operational refinement. Her multifaceted approach emphasizes strategic partnerships and innovation, allowing for a distinctive market position within emerging sectors. With an eye towards entrepreneurial ventures, she integrates insights from industry trends to identify compelling prospects that resonate with her long-term vision. By fostering talent development alongside exploring transformative business models, she aims to propel organizations toward sustainable success while optimizing performance across various dynamics.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
28.18%
Gain -0.18%
Monthly
0.74%
Yearly
9.32%
Drawdown
11.73%
$355.84M
Equity
Holdings
$355.84M
Investment
$123.67M
$623.83M
Profit -$680,467.25
Realized
$375.27M
Unrealized
$248.56M
Dividends
$92.61M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.18%
Profit
-$680,467.25
Win %
73%
This Week
Compared To Last Week
Gain
3.07%
Profit
$10.6M
Win %
73%
This Month
Compared to last month
Gain
3.07%
Profit
$10.6M
Win %
73%
This Year
Compared to last year
Gain
-0.9%
Profit
-$3.24M
Win %
75%
88033G407
+305.82%
+$16,127.48 
92826C839
+285.55%
+$471.78 
83088M102
+209.7%
+$3,398.41 
22160K105
+136.19%
+$280.81 
17275R102
+135.34%
+$8,630.16 
46625H100
+63.42%
+$7,495.93 
88023U101
+43.75%
+$124.48 
83001C108
+39.11%
+$75.91 
G8473T100
+37.22%
+$1,778.81 
G29183103
+36.27%
+$3,107.39 
69047Q102
+34.31%
+$93.75 
68389X105
+16.67%
+$2,289.79 
60786M105
+15.23%
+$1,426.19 
G54950103
+11.76%
+$917 
92343V104
+11.68%
+$28.44 
43283X105
+10.91%
+$117.14 
26875P101
+1.48%
+$134.96 
PGR Progressive Corporation
+1.21%
+$12,887.15 
CVX Chevron Corporation
+1.12%
+$21,740.18 
DE Deere & Company
+0.46%
+$44,045.56 
AAPL Apple Inc.
+0.45%
+$212,400.89 
GOOG Alphabet Inc
+0.43%
+$1,612 
L Loews Corporation
+0.23%
+$9,018.61 
MSGS Madison Square Garden Sports Corp.
+0.05%
+$333.67 
EL The Estée Lauder Companies Inc. Class A
+0.01%
+$507.2 
434287200
0%
$0 
88160R101
0%
$0 
BAC Bank of America Corporation
0%
$0 
BP BP p.l.c. Sponsored ADR
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
CAT Caterpillar Inc.
0%
$0 
DIS The Walt Disney Company
0%
$0 
G037AX101
0%
$0 
KALU Kaiser Aluminum Corporation
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LULU lululemon athletica inc.
0%
$0 
MSFT Microsoft Corp.
0%
$0 
PG Procter & Gamble Co
0%
$0 
PNFP Pinnacle Financial Partners Inc.
0%
$0 
RTX RTX Corporation
0%
$0 
SBUX Starbucks Corporation
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
SLB Schlumberger Limited
0%
$0 
TER Teradyne, Inc.
0%
$0 
TXRH Texas Roadhouse Inc.
0%
$0 
VSNT Versant Media Group, Inc.
0%
$0 
WFC Wells Fargo & Company
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
88162G103
-84.36%
-$68,141.83 
16679L109
-51.42%
-$3,934.11 
20030N101
-43.37%
-$3,034.94 
92511U102
-40.47%
-$1,704.78 
98954M101
-30.46%
-$2,056.08 
07556Q881
-14.48%
-$2,298.85 
90384S303
-13.75%
-$1,251.24 
14316J108
-10.23%
-$730.17 
HPP HUDSON PACIFIC PROPERTIES INC
-10.22%
-$20,708.55 
90353T100
-6.27%
-$713.96 
49177J102
-4.84%
-$158.8 
AMGN Amgen Inc.
-4.37%
-$376,147.22 
BA Boeing Company
-3.35%
-$365,466.69 
58933Y105
-2.61%
-$284.61 
CHDN Churchill Downs Incorporated
-2.44%
-$8,760.72 
TPR Tapestry Inc.
-2.22%
-$363,522.93 
KLIC Kulicke & Soffa Industries, Inc.
-2.16%
-$9,142.87 
BIO Bio-Rad Laboratories Inc.
-1.56%
-$134,517.14 
WY Weyerhaeuser Company
-1.51%
-$53,427.66 
IBM International Business Machines Corporation
-1.35%
-$137,503.2 
SPG Simon Property Group, Inc.
-1.33%
-$112,149.32 
GOOGL Alphabet Inc
-1.29%
-$4,633.19 
JNJ Johnson & Johnson
-1.03%
-$84,505.86 
PHM PulteGroup Inc.
-1%
-$284,424.12 
19247A100
-0.97%
-$76.14 
TKR Timken Co.
-0.9%
-$6,998.64 
AXP American Express Company
-0.65%
-$71,667.24 
NDSN Nordson Corporation
-0.54%
-$92,035.71 
GATX GATX Corporation
-0.41%
-$34,217.03 
KO The Coca-Cola Company
-0.31%
-$805.14 
CL Colgate-Palmolive Company
-0.3%
-$980 
AMZN Amazon.com Inc
-0.14%
-$1,708.16 Events
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Dividends
Dividend Analysis
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| Trades 3627 | Longs Won 2637/3627 72% | Profit Factor 11.24 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.58M |
| Average Win $259,670 | Best Trade (Mar 30) $60.94M | Sharpe Ratio -520.45 |
| Average Loss -$61,532.19 | Worst Trade (Sep 30) -$4.11M | Z-Score -14.19 (100%) |
| Commissions $0 | Avg. Trade Length 4y 5m 6d | Expectancy $171,996.95 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.58% |
| Consecutive Losing Trades | 5,780 | 5,202 | 4,624 | 4,046 | 3,468 | 2,890 | 2,312 | 1,734 | 1,156 | 578 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Kimberly S. Roberts?
The largest contributions to the portfolio's profits come from the following stocks: Tetra Tech, Inc - $110.17M, Apple Inc - $30.49M, Insperity Inc - $24.62M, Teradyne, Inc - $24.59M, and Aerojet Rocketdyne Holdings Inc - $23.16M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: United Natural Foods Inc - $8.22M, Brookdale Senior Living Inc - $7.22M, Fossil Group Inc - $5.57M, Transocean Ltd - $5.5M, and Hyster-Yale Materials Handling, Inc - $3.86M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kimberly S. Roberts's portfolio generate?
The portfolio generates substantial dividend income, with a total of $92.61M earned over time. The largest contributors to dividend income include General Electric Company - $7.43M, Cohen & Steers Inc - $4.87M, Simon Property Group, Inc - $4.39M, Moelis & Company - $4M, and Weyerhaeuser Company - $3.78M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kimberly S. Roberts's monthly returns?
Kimberly S. Roberts's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Kimberly S. Roberts's strategy be considered aggressive or moderate?
Kimberly S. Roberts's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Kimberly S. Roberts's strategy?
Kimberly S. Roberts's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
