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
101
$16.1M 0.31%
580,741
-40,805
102
$15.9M 0.3%
1,387,960
-97,940
103
$15.8M 0.3%
288,300
-89,120
104
$15.7M 0.3%
+421,260
105
$15.4M 0.29%
307,265
106
$15.3M 0.29%
1,450,180
107
$15.2M 0.29%
274,025
108
$15M 0.28%
82,715
109
$14.9M 0.28%
657,185
-2,125
110
$14.8M 0.28%
359,533
-25,615
111
$14.7M 0.28%
1,787,672
-182,535
112
$14.7M 0.28%
+499,890
113
$14.6M 0.28%
546,588
-55,690
114
$14.2M 0.27%
615,288
-78,395
115
$13.8M 0.26%
177,730
-63,475
116
$13.8M 0.26%
314,317
-203,200
117
$13.3M 0.25%
125,130
118
$13.2M 0.25%
160,890
119
$13.1M 0.25%
+226,161
120
$13M 0.25%
576,736
-40,992
121
$12.9M 0.25%
416,140
122
$12.8M 0.24%
158,315
123
$12.6M 0.24%
+283,250
124
$12.6M 0.24%
78,930
125
$12.5M 0.24%
181,425
3 4
5
6 7