KI

Kalmar Investments Portfolio holdings

AUM $443M
1-Year Est. Return 23.5%
This Quarter Est. Return
1 Year Est. Return
+23.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.28B
AUM Growth
-$98.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$29.1M
3
+$23M
4
ABCO
Advisory Board Co
ABCO
+$22.8M
5
ALGN icon
Align Technology
ALGN
+$22.6M

Top Sells

1
+$66.7M
2
+$26.3M
3
+$25.6M
4
WOR icon
Worthington Enterprises
WOR
+$20.1M
5
WSO icon
Watsco Inc
WSO
+$15.8M

Sector Composition

1 Industrials 23.05%
2 Consumer Discretionary 17.69%
3 Healthcare 13.7%
4 Technology 12.92%
5 Financials 5.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$42.8M 0.81%
375,125
-1,320
52
$42.8M 0.81%
681,965
+360,700
53
$40.8M 0.77%
1,294,300
-4,440
54
$40.7M 0.77%
225,960
-87,490
55
$40.5M 0.77%
2,099,869
-707,034
56
$40.4M 0.77%
462,480
-2,255
57
$40M 0.76%
989,507
+159,635
58
$36.4M 0.69%
1,455,628
-48,777
59
$36M 0.68%
3,434,399
-1,236,416
60
$35.7M 0.68%
566,838
-130,116
61
$35.3M 0.67%
577,430
62
$35.1M 0.66%
305,365
-1,525
63
$33.6M 0.64%
706,694
-27,947
64
$31.1M 0.59%
1,079,220
-4,340
65
$30.8M 0.58%
766,360
-2,495
66
$30.4M 0.58%
245,995
-127,445
67
$30.1M 0.57%
1,095,473
-111,525
68
$29.6M 0.56%
446,710
-142,015
69
$29.1M 0.55%
+813,000
70
$28.3M 0.54%
323,021
-1,082
71
$28M 0.53%
159,235
-580
72
$27.6M 0.52%
315,051
-30,583
73
$27.4M 0.52%
520,345
-1,770
74
$27.2M 0.51%
1,290,904
-5,000
75
$26M 0.49%
1,509,138
-55,420
1 2
3
4 5