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
$2.44B
AUM Growth
-$1.65B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$21.9M
3
+$18.5M
4
SNA icon
Snap-on
SNA
+$17.3M
5
NATI
National Instruments Corp
NATI
+$12.8M

Top Sells

1
+$57.7M
2
+$53.6M
3
+$47.9M
4
PNR icon
Pentair
PNR
+$46.8M
5
AOS icon
A.O. Smith
AOS
+$43.6M

Sector Composition

1 Consumer Discretionary 19.59%
2 Industrials 18.81%
3 Technology 17.89%
4 Healthcare 17.53%
5 Financials 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$67M 2.75%
966,193
-487,885
2
$55.6M 2.28%
1,276,473
-447,110
3
$53.2M 2.19%
867,199
+74,550
4
$52.3M 2.15%
298,010
-272,645
5
$49M 2.01%
1,272,084
-520,540
6
$45.3M 1.86%
1,068,904
+44,930
7
$44.4M 1.82%
2,070,097
-722,799
8
$43.4M 1.78%
224,018
-168,360
9
$42M 1.72%
484,163
-263,140
10
$39.5M 1.62%
204,236
-58,640
11
$38.6M 1.58%
1,208,813
-1,123,551
12
$37.9M 1.56%
564,446
+326,335
13
$37.6M 1.54%
3,134,944
-1,062,740
14
$36.4M 1.5%
1,203,969
-780,525
15
$35.7M 1.47%
1,277,870
-509,750
16
$35.5M 1.46%
332,601
-110,292
17
$35.3M 1.45%
308,750
-182,995
18
$35M 1.44%
1,570,043
+286,770
19
$34.9M 1.43%
1,263,111
-431,910
20
$34.2M 1.41%
1,441,715
-337,320
21
$34M 1.4%
696,119
-231,645
22
$32.3M 1.33%
638,345
-216,880
23
$31.9M 1.31%
1,089,919
-530,555
24
$31.2M 1.28%
409,225
-302,167
25
$30.3M 1.24%
+491,720
1
2 3 4 5