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
1
$152M 2.88%
651,849
-11,022
2
$119M 2.26%
2,052,423
-62,715
3
$100M 1.9%
1,596,372
-63,131
4
$97.6M 1.85%
2,193,640
-68,336
5
$92.2M 1.75%
3,048,962
-168,455
6
$90M 1.71%
2,298,702
-74,384
7
$86.5M 1.64%
559,755
-10,829
8
$76.3M 1.44%
938,964
-40,164
9
$73.5M 1.39%
1,964,712
-45,420
10
$73.5M 1.39%
2,579,315
-8,720
11
$72.3M 1.37%
2,007,972
-72,420
12
$69.2M 1.31%
1,499,237
-5,286
13
$68.4M 1.3%
973,475
-37,268
14
$66.7M 1.26%
1,218,044
+220,733
15
$66.7M 1.26%
405,697
-16,994
16
$66.7M 1.26%
1,655,229
-76,866
17
$65.7M 1.24%
941,767
-30,119
18
$65.4M 1.24%
1,960,309
+379,420
19
$65M 1.23%
6,596,280
-23,120
20
$64.8M 1.23%
577,188
-14,378
21
$63.8M 1.21%
1,823,880
-6,370
22
$63.6M 1.2%
1,065,609
-3,454
23
$61.5M 1.16%
4,975,268
-197,716
24
$61.2M 1.16%
1,086,522
-19,289
25
$61.1M 1.16%
868,785
-90,075
1
2 3 4 5