KMC

Kirr Marbach & Co Portfolio holdings

AUM $554M
1-Year Est. Return 32.82%
This Quarter Est. Return
1 Year Est. Return
+32.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$461M
AUM Growth
-$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$8.68M
2
+$1.38M
3
+$504K
4
NVT icon
nVent Electric
NVT
+$239K
5
SHYF
The Shyft Group
SHYF
+$73.3K

Top Sells

1
+$5.35M
2
+$5.08M
3
+$4.88M
4
ADEA icon
Adeia
ADEA
+$2.46M
5
ICUI icon
ICU Medical
ICUI
+$604K

Sector Composition

1 Industrials 19.57%
2 Financials 19.5%
3 Consumer Discretionary 12.66%
4 Technology 12.51%
5 Materials 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.86M 1.92%
475,451
-11,665
27
$8.71M 1.89%
252,036
-4,799
28
$8.68M 1.88%
+107,655
29
$8.63M 1.87%
79,766
-1,549
30
$8.35M 1.81%
453,792
-11,808
31
$8.02M 1.74%
121,076
-2,972
32
$7.57M 1.64%
45,404
-2,078
33
$7.49M 1.62%
157,269
-4,939
34
$7.07M 1.53%
195,739
-2,286
35
$6.83M 1.48%
568,515
-9,441
36
$6.27M 1.36%
89,371
-1,977
37
$4.93M 1.07%
263,703
-7,975
38
$4.38M 0.95%
118,989
+37,396
39
$3.92M 0.85%
919,727
-577,705
40
$3.76M 0.82%
115,628
-2,638
41
$729K 0.16%
13,943
-2,131
42
$699K 0.15%
41,935
-6,485
43
$605K 0.13%
45,650
-6,090
44
$600K 0.13%
7,033
-150
45
$574K 0.12%
36,380
-5,505
46
$568K 0.12%
27,265
-3,695
47
$506K 0.11%
27,740
-4,225
48
$504K 0.11%
+16,432
49
$457K 0.1%
22,290
-3,370
50
$453K 0.1%
29,974
+4,849
1
2
3 4