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
$353M
AUM Growth
-$9.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.83M
3
+$1.63M
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$1.55M
5
LLYVK icon
Liberty Live Group Series C
LLYVK
+$1.09M

Top Sells

1
+$6.53M
2
+$1.12M
3
+$508K
4
LSXMA
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
+$440K
5
MPC icon
Marathon Petroleum
MPC
+$371K

Sector Composition

1 Industrials 24.56%
2 Financials 11.73%
3 Consumer Discretionary 10%
4 Technology 9.14%
5 Energy 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.63M 1.6%
208,145
+394
27
$5.01M 1.42%
111,211
+382
28
$4.87M 1.38%
686,287
+2,753
29
$4.82M 1.37%
278,603
+1,563
30
$4.72M 1.34%
107,000
-2,607
31
$3.78M 1.07%
191,715
+653
32
$3.46M 0.98%
231,088
+1,907
33
$3.34M 0.95%
131,360
-44,111
34
$3.11M 0.88%
5,782
+88
35
$3M 0.85%
160,180
-8,030
36
$2.74M 0.78%
33,749
+40
37
$2.72M 0.77%
89,387
+445
38
$2.59M 0.73%
21,738
+139
39
$1.99M 0.57%
63,560
-61
40
$1.83M 0.52%
+130,428
41
$1.11M 0.31%
33,221
-89
42
$1.09M 0.31%
+34,007
43
$1.06M 0.3%
41,586
-17,272
44
$759K 0.22%
39,216
-50
45
$396K 0.11%
14,882
+950
46
$393K 0.11%
+12,600
47
$340K 0.1%
+10,663
48
$275K 0.08%
1,940
49
$270K 0.08%
1,182
+2
50
$269K 0.08%
750
1
2
3