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
$432M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$8.24M
2
+$4.21M
3
+$4.03M
4
BEAT
BioTelemetry, Inc.
BEAT
+$2.97M
5
UPLD icon
Upland Software
UPLD
+$246K

Top Sells

1
+$9.16M
2
+$6.11M
3
+$3.03M
4
KLXE icon
KLX Energy Services
KLXE
+$1.5M
5
SYF icon
Synchrony
SYF
+$1.01M

Sector Composition

1 Industrials 23.62%
2 Financials 17.28%
3 Consumer Discretionary 14.92%
4 Technology 12.84%
5 Materials 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.77M 2.03%
101,315
-650
27
$8.62M 1.99%
239,312
-28,173
28
$8.46M 1.96%
569,263
+426
29
$8.28M 1.91%
92,466
-675
30
$8.24M 1.91%
+41,669
31
$7.42M 1.72%
157,608
-917
32
$7.05M 1.63%
323,761
-7,037
33
$6.65M 1.54%
149,318
+739
34
$6.27M 1.45%
179,988
-917
35
$5.58M 1.29%
253,223
-1,772
36
$5.48M 1.27%
303,109
-1,748
37
$5.44M 1.26%
144,614
-14,950
38
$4.47M 1.03%
127,952
-936
39
$4.36M 1.01%
23,286
+734
40
$4.21M 0.97%
+185,937
41
$3.22M 0.74%
242,749
-4,278
42
$2.97M 0.69%
+64,068
43
$959K 0.22%
7,293
+200
44
$746K 0.17%
16,200
45
$579K 0.13%
22,774
-1,000
46
$359K 0.08%
7,822
47
$246K 0.06%
+6,900
48
$219K 0.05%
3,686
49
$217K 0.05%
+1,212
50
$212K 0.05%
44,200
+1,000
1
2
3