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
$323M
AUM Growth
+$1.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$3.34M
3
+$2.89M
4
BCO icon
Brink's
BCO
+$1.05M
5
SSNC icon
SS&C Technologies
SSNC
+$898K

Top Sells

1
+$13.2M
2
+$10.7M
3
+$3.22M
4
F icon
Ford
F
+$3.22M
5
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$234K

Sector Composition

1 Industrials 21.94%
2 Financials 11.84%
3 Consumer Discretionary 11.15%
4 Technology 10.21%
5 Energy 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.61M 1.43%
+500,721
27
$4.33M 1.34%
110,194
+5
28
$4.22M 1.31%
194,264
+3,081
29
$4.13M 1.28%
275,283
-653
30
$3.97M 1.23%
19,442
+837
31
$3.77M 1.17%
173,829
-199
32
$3.73M 1.16%
190,027
-515
33
$3.64M 1.13%
189,784
-7,486
34
$3.59M 1.11%
21,761
+2,269
35
$3.34M 1.04%
+33,364
36
$3.31M 1.03%
171,350
-12,130
37
$2.89M 0.89%
+90,306
38
$2.12M 0.66%
64,287
+10,263
39
$1.96M 0.61%
5,694
40
$1.22M 0.38%
59,220
-1,911
41
$1.06M 0.33%
32,320
+421
42
$801K 0.25%
39,896
-6,328
43
$370K 0.11%
13,932
44
$282K 0.09%
1,179
+113
45
$249K 0.08%
844
46
$202K 0.06%
+1,648
47
– –
-176,566
48
– –
-276,973
49
– –
-96,773
50
– –
-93,728
1
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