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
$381M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$7.66M
2
+$6.46M
3
+$4.94M
4
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$4.75M
5
ATEX icon
Anterix
ATEX
+$1.15M

Top Sells

1
+$13.3M
2
+$4.72M
3
+$3.42M
4
EME icon
Emcor
EME
+$3.17M
5
AZO icon
AutoZone
AZO
+$370K

Sector Composition

1 Industrials 25.39%
2 Technology 10.63%
3 Financials 10.09%
4 Consumer Discretionary 7.76%
5 Energy 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.37M 1.67%
276,200
-2,403
27
$5.99M 1.57%
97,997
-527
28
$5.77M 1.51%
676,571
-9,716
29
$5.25M 1.38%
205,571
-2,574
30
$4.39M 1.15%
188,922
-2,793
31
$3.88M 1.02%
134,758
+3,398
32
$3.37M 0.88%
5,782
33
$3.26M 0.86%
97,985
+34,425
34
$3.13M 0.82%
160,640
+460
35
$3.01M 0.79%
33,339
-410
36
$2.8M 0.73%
228,823
-2,265
37
$2.16M 0.57%
21,664
-74
38
$1.99M 0.52%
89,462
+75
39
$1.8M 0.47%
130,428
40
$1.31M 0.34%
32,642
-579
41
$1.26M 0.33%
33,802
-205
42
$1.2M 0.31%
41,582
-4
43
$798K 0.21%
39,366
+150
44
$429K 0.11%
14,882
45
$412K 0.11%
12,600
46
$382K 0.1%
10,452
-211
47
$345K 0.09%
15,620
48
$314K 0.08%
1,990
+50
49
$307K 0.08%
750
50
$292K 0.08%
844
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2
3