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
126
$12.2M 0.23%
1,011,825
-71,471
127
$11.9M 0.23%
678,956
-72,930
128
$11.9M 0.22%
636,568
-50,750
129
$11.7M 0.22%
209,035
-13,523
130
$11.5M 0.22%
621,542
-1,082,296
131
$11.3M 0.21%
235,315
132
$11.1M 0.21%
260,244
-25,069
133
$10.9M 0.21%
314,123
+120,365
134
$10.9M 0.21%
176,325
135
$10.9M 0.21%
885,350
+236,710
136
$10.7M 0.2%
57,765
-43,160
137
$10.2M 0.19%
1,138,440
-139,320
138
$10.1M 0.19%
188,880
139
$9.88M 0.19%
409,827
-29,155
140
$9.78M 0.19%
660,310
+291,540
141
$9.52M 0.18%
168,955
142
$9.49M 0.18%
174,563
143
$9.06M 0.17%
196,520
144
$9.02M 0.17%
550,166
-40,645
145
$8.7M 0.16%
577,240
-46,457
146
$8.66M 0.16%
325,104
-23,355
147
$8.66M 0.16%
165,315
148
$8.1M 0.15%
773,594
-54,605
149
$7.94M 0.15%
155,115
-218,730
150
$7.55M 0.14%
119,882
+40,020
3 4 5
6
7