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:
32.25%
Gain -0.35%
Monthly
0.73%
Yearly
9.08%
Drawdown
11.73%
$347.71M
Equity
Holdings
$347.71M
Investment
$107.27M
$615.7M
Profit -$2.77M
Realized
$375.27M
Unrealized
$240.43M
Dividends
$93.05M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.35%
Profit
-$2.77M
Win %
72%
This Week
Compared To Last Week
Gain
2.09%
Profit
$7.11M
Win %
72%
This Month
Compared to last month
Gain
-0.43%
Profit
-$1.51M
Win %
72%
This Year
Compared to last year
Gain
-3.17%
Profit
-$11.37M
Win %
73%
BP BP p.l.c. Sponsored ADR
+2.85%
+$11,761.26 
XOM Exxon Mobil Corporation
+2.12%
+$21,655.56 
BA Boeing Company
+2.08%
+$186,824.16 
CVX Chevron Corporation
+1.94%
+$40,879.86 
DE Deere & Company
+1.94%
+$211,697.85 
RTX RTX Corporation
+1.91%
+$5,998.7 
IBM International Business Machines Corporation
+1.89%
+$189,391.2 
TKR Timken Co.
+1.76%
+$12,039.93 
BRK-B Berkshire Hathaway Inc.
+1.01%
+$8,269.17 
JNJ Johnson & Johnson
+0.97%
+$82,758.24 
AMGN Amgen Inc.
+0.86%
+$74,448.21 
SCHW Charles Schwab Corporation
+0.69%
+$101,481.75 
L Loews Corporation
+0.56%
+$19,874.19 
DIS The Walt Disney Company
+0.46%
+$33,569.28 
PGR Progressive Corporation
+0.43%
+$4,445.55 
PNFP Pinnacle Financial Partners Inc.
+0.43%
+$2,824.87 
BAC Bank of America Corporation
+0.41%
+$903.9 
KO The Coca-Cola Company
+0.25%
+$656.04 
WFC Wells Fargo & Company
+0.2%
+$15,501.79 
CL Colgate-Palmolive Company
+0.17%
+$524.99 
SLB Schlumberger Limited
+0.01%
+$832.87 
PG Procter & Gamble Co
+0.01%
+$36.51 6838
68389X105
0%
$0 2003
20030N101
0%
$0 4662
46625H100
0%
$0 5893
58933Y105
0%
$0 1727
17275R102
0%
$0 G037
G037AX101
0%
$0 2216
22160K105
0%
$0 G291
G29183103
0%
$0 2687
26875P101
0%
$0 4328
43283X105
0%
$0 8308
83088M102
0%
$0 8802
88023U101
0%
$0 8803
88033G407
0%
$0 8816
88160R101
0%
$0 9038
90384S303
0%
$0 9234
92343V104
0%
$0 9282
92826C839
0%
$0 9895
98954M101
0%
$0 G549
G54950103
0%
$0 9035
90353T100
0%
$0 G847
G8473T100
0%
$0 4917
49177J102
0%
$0 6904
69047Q102
0%
$0 1431
14316J108
0%
$0 6078
60786M105
0%
$0 1667
16679L109
0%
$0 8816
88162G103
0%
$0 8300
83001C108
0%
$0 1924
19247A100
0%
$0 0755
07556Q881
0%
$0 9251
92511U102
0%
$0 4342
434287200
0%
$0 
TER Teradyne, Inc.
-4.38%
-$2.07M 
GOOGL Alphabet Inc
-2.83%
-$9,840.6 
GOOG Alphabet Inc
-2.77%
-$10,025.6 
AMZN Amazon.com Inc
-2.28%
-$25,447.8 
EL The Estée Lauder Companies Inc. Class A
-2.24%
-$114,120 
HPP HUDSON PACIFIC PROPERTIES INC
-2.19%
-$3,586.78 
KLIC Kulicke & Soffa Industries, Inc.
-2.12%
-$8,571.73 
PHM PulteGroup Inc.
-2.06%
-$539,976.3 
KALU Kaiser Aluminum Corporation
-1.6%
-$176,695.14 
LULU lululemon athletica inc.
-1.5%
-$75,050.04 
TPR Tapestry Inc.
-1.04%
-$120,487.77 
SBUX Starbucks Corporation
-1%
-$6,456.75 
GATX GATX Corporation
-0.93%
-$80,150.86 
CHDN Churchill Downs Incorporated
-0.81%
-$2,678.04 
BIO Bio-Rad Laboratories Inc.
-0.81%
-$76,053.11 
AAPL Apple Inc.
-0.72%
-$367,561.6 
TXRH Texas Roadhouse Inc.
-0.53%
-$1,898.16 
WY Weyerhaeuser Company
-0.46%
-$13,699.4 
VSNT Versant Media Group, Inc.
-0.37%
-$1,844.77 
NDSN Nordson Corporation
-0.31%
-$53,914.41 
MSGS Madison Square Garden Sports Corp.
-0.3%
-$1,882.96 
AXP American Express Company
-0.23%
-$22,003.32 
SPG Simon Property Group, Inc.
-0.22%
-$17,311.64 
CAT Caterpillar Inc.
-0.2%
-$1,425.61 
MSFT Microsoft Corp.
-0.17%
-$2,075.7 
LLY Eli Lilly and Company
-0.07%
-$21,609.36 Events
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Dividends
Dividend Analysis
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| Trades 3627 | Longs Won 2629/3627 72% | Profit Factor 11.02 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.59M |
| Average Win $257,563.41 | Best Trade (Mar 30) $60.94M | Sharpe Ratio -519.89 |
| Average Loss -$61,552.99 | Worst Trade (Sep 30) -$4.11M | Z-Score -14.75 (100%) |
| Commissions $0 | Avg. Trade Length 4y 5m 1w 6d | Expectancy $169,755.81 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.72% |
| Consecutive Losing Trades | 5,650 | 5,085 | 4,520 | 3,955 | 3,390 | 2,825 | 2,260 | 1,695 | 1,130 | 565 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0755 07556Q881 | 483,968 | $15,692.29 | $13,575.01 | - | -$2,117.28 | -13.49% | 0.0 |
| 1431 14316J108 | 152,195 | $7,130.05 | $6,409.01 | - | -$721.04 | -10.11% | 0.0 |
| 1667 16679L109 | 189,139 | $6,912.69 | $3,717 | - | -$3,195.69 | -46.23% | 0.0 |
| 1727 17275R102 | 127,763 | $6,398.1 | $15,007 | - | $8,608.9 | 134.55% | 0.0 |
| 1924 19247A100 | 101,538 | $7,806.1 | $7,731 | - | -$75.1 | -0.96% | 0.0 |
| 2003 20030N101 | 161,425 | $6,972.32 | $3,963 | - | -$3,009.32 | -43.16% | 0.0 |
| 2216 22160K105 | 521 | $220.1 | $487 | - | $266.9 | 121.26% | 0.0 |
| 2687 26875P101 | 71,407 | $9,122.94 | $9,264 | - | $141.06 | 1.55% | 0.0 |
| 4328 43283X105 | 22,747 | $1,073.87 | $1,191 | - | $117.13 | 10.91% | 0.0 |
| 4342 434287200 | 500 | $310 | $310 | - | - | - | 0.0 |
| 4662 46625H100 | 59,011 | $11,820.07 | $19,316 | - | $7,495.93 | 63.42% | 0.0 |
| 4917 49177J102 | 163,531 | $3,325.85 | $3,125 | - | -$200.85 | -6.04% | 0.0 |
| 5893 58933Y105 | 82,574 | $10,870.46 | $10,611 | - | -$259.46 | -2.39% | 0.0 |
| 6078 60786M105 | 164,918 | $9,391.77 | $10,789 | - | $1,397.23 | 14.88% | 0.0 |
| 6838 68389X105 | 109,363 | $13,754.5 | $16,026.99 | - | $2,272.49 | 16.52% | 0.0 |
| 6904 69047Q102 | 6,965 | $274.6 | $367 | - | $92.4 | 33.65% | 0.0 |
| 8300 83001C108 | 12,685 | $199.78 | $270 | - | $70.22 | 35.15% | 0.0 |
| 8308 83088M102 | 74,030 | $1,991.01 | $5,019 | - | $3,027.99 | 152.08% | 0.0 |
| 8802 88023U101 | 5,212 | $304.32 | $409 | - | $104.68 | 34.4% | 0.0 |
| 8803 88033G407 | 114,397 | $3,604.88 | $21,401 | - | $17,796.12 | 493.67% | 0.0 |
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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 - $30.53M, 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 $93.05M 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 - $3.8M. 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.
