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
76
$26M 0.49%
298,344
-36,245
77
$24.6M 0.47%
253,595
-810
78
$23.9M 0.45%
354,550
-1,665
79
$23M 0.44%
+207,135
80
$23M 0.43%
615,935
-17,740
81
$22.8M 0.43%
11,174
-249
82
$22.3M 0.42%
358,061
-9,730
83
$21M 0.4%
225,205
84
$21M 0.4%
1,174,174
-55,045
85
$21M 0.4%
381,715
-1,340
86
$20.5M 0.39%
+1,145,770
87
$20.3M 0.39%
307,520
-131,925
88
$19.7M 0.37%
1,360,720
89
$19.4M 0.37%
461,790
-48,670
90
$19.4M 0.37%
149,425
91
$19.3M 0.37%
452,530
-31,920
92
$19.3M 0.36%
1,000,514
-70,620
93
$19M 0.36%
1,221,470
-86,280
94
$18.9M 0.36%
783,885
-32,507
95
$18.7M 0.35%
349,211
-22,347
96
$18.6M 0.35%
199,475
97
$18.6M 0.35%
602,835
-2,175
98
$18.4M 0.35%
281,830
-19,969
99
$17.4M 0.33%
656,249
+75,946
100
$16.2M 0.31%
1,076,925
2 3
4
5 6