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
151
$7.26M 0.14%
702,497
-17,654
152
$7.18M 0.14%
369,650
-25,765
153
$7.16M 0.14%
252,786
-286,050
154
$7.02M 0.13%
+261,895
155
$6.99M 0.13%
1,047,533
-87,025
156
$6.64M 0.13%
+679,335
157
$6.55M 0.12%
491,320
-34,665
158
$6.37M 0.12%
1,285,995
-89,085
159
$6.22M 0.12%
3,324,155
-212,041
160
$5.6M 0.11%
76,945
161
$5.44M 0.1%
381,525
-26,940
162
$4.88M 0.09%
97,465
-40,715
163
$1.02M 0.02%
20,970
-543,450
164
– –
-237,674
165
– –
-939,351
166
– –
-148,310
3 4 5 6
7