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
$269M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$924K
3
+$219K
4
NKE icon
Nike
NKE
+$207K
5
UPLD icon
Upland Software
UPLD
+$7.55K

Top Sells

1
+$5.45M
2
+$3.83M
3
+$1.97M
4
CP icon
Canadian Pacific Kansas City
CP
+$1.52M
5
AZO icon
AutoZone
AZO
+$1.18M

Sector Composition

1 Industrials 27.87%
2 Consumer Discretionary 15.69%
3 Technology 13.12%
4 Financials 10.16%
5 Healthcare 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.89M 1.82%
111,002
-10,069
27
$4.83M 1.8%
403,896
-56,950
28
$4.8M 1.79%
333,463
-29,481
29
$4.75M 1.77%
185,524
-11,273
30
$4.56M 1.69%
87,522
-4,882
31
$4.37M 1.62%
231,427
-13,956
32
$4.12M 1.53%
22,539
-1,296
33
$3.5M 1.3%
85,196
-7,114
34
$3.43M 1.28%
116,974
-20,956
35
$2.02M 0.75%
200,014
-2,714
36
$2.01M 0.75%
82,551
-22,173
37
$1.74M 0.65%
38,198
-1,477
38
$979K 0.36%
6,616
-50
39
$358K 0.13%
7,822
40
$346K 0.13%
8,100
41
$268K 0.1%
7,100
+200
42
$258K 0.1%
1,220
-34
43
$246K 0.09%
3,810
44
$244K 0.09%
877
45
$230K 0.09%
42,200
46
$219K 0.08%
+7,800
47
$211K 0.08%
17,137
48
$207K 0.08%
+1,648
49
$186K 0.07%
36,983
50
$83K 0.03%
16,700
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