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
$5.82B
AUM Growth
-$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$39.2M
2
+$29.4M
3
+$28.2M
4
BRKR icon
Bruker
BRKR
+$28.2M
5
TREX icon
Trex
TREX
+$23.9M

Top Sells

1
+$56.8M
2
+$42.2M
3
+$42M
4
PIR
Pier 1 Imports, Inc.
PIR
+$35.2M
5
AVNT icon
Avient
AVNT
+$25.1M

Sector Composition

1 Industrials 23.64%
2 Consumer Discretionary 16.51%
3 Technology 13.33%
4 Healthcare 9.41%
5 Energy 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$6.64M 0.11%
124,936
-4,225
152
$5.13M 0.09%
231,307
-5,980
153
$4.8M 0.08%
477,970
-15,235
154
$4.62M 0.08%
76,945
155
$3.96M 0.07%
+235,785
156
$2.51M 0.04%
142,549
-8,920
157
$1.6M 0.03%
101,045
-817,635
158
– –
-289,040
159
– –
-940,773
160
– –
-2,534,047
161
– –
-1,314,119
162
– –
-93,310
163
– –
-1,955,861
3 4 5 6
7