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
$319M
AUM Growth
-$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$5.58M
2
+$675K
3
+$365K
4
ATEX icon
Anterix
ATEX
+$82.8K
5
EBAY icon
eBay
EBAY
+$61.1K

Top Sells

1
+$4.25M
2
+$3.14M
3
+$278K
4
NKE icon
Nike
NKE
+$222K
5
BSCT icon
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
+$213K

Sector Composition

1 Industrials 22.07%
2 Technology 11.16%
3 Financials 11.12%
4 Consumer Discretionary 10.55%
5 Healthcare 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.58M 1.75%
+232,782
27
$5.55M 1.74%
286,743
-4,496
28
$5.55M 1.74%
287,837
-952
29
$5.41M 1.7%
75,455
+266
30
$5.26M 1.65%
250,833
-182
31
$4.89M 1.53%
175,199
+96
32
$4.71M 1.48%
164,523
-194
33
$4.59M 1.44%
110,247
+1,466
34
$4.51M 1.42%
110,699
-360
35
$4.24M 1.33%
98,045
-84
36
$4.14M 1.3%
222,959
+48
37
$3.74M 1.17%
335,957
+283
38
$3.59M 1.13%
21,841
+8
39
$2.71M 0.85%
271,733
+2,615
40
$2.62M 0.82%
63,739
+2,017
41
$1.96M 0.62%
6,053
42
$1.7M 0.53%
84,930
-2,362
43
$1.65M 0.52%
62,127
-161
44
$484K 0.15%
80,600
+6,000
45
$365K 0.11%
+13,932
46
$231K 0.07%
844
47
$206K 0.06%
1,064
48
– –
-10,956
49
– –
-17,700
50
– –
-324,278
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