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
$415M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$2.31M
3
+$331K
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$318K
5
ABBV icon
AbbVie
ABBV
+$221K

Top Sells

1
+$9.47M
2
+$5.25M
3
+$4.56M
4
LLY icon
Eli Lilly
LLY
+$2.89M
5
VST icon
Vistra
VST
+$724K

Sector Composition

1 Industrials 27.99%
2 Technology 10.71%
3 Consumer Discretionary 7.99%
4 Financials 7.51%
5 Energy 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.76M 1.63%
107,247
-2,453
27
$5.21M 1.26%
96,994
-1,003
28
$4.8M 1.16%
+22,247
29
$4.08M 0.98%
186,760
-2,162
30
$4.06M 0.98%
33,190
-149
31
$3.96M 0.95%
133,286
-1,472
32
$3.25M 0.78%
96,820
-1,165
33
$2.84M 0.69%
228,899
+76
34
$2.63M 0.64%
136,599
-24,041
35
$2.42M 0.58%
22,540
+876
36
$2.05M 0.49%
130,428
37
$2M 0.48%
92,541
+3,079
38
$1.61M 0.39%
2,068
-3,714
39
$1.47M 0.35%
33,523
-279
40
$1.35M 0.33%
32,169
-473
41
$1.18M 0.28%
39,745
-1,837
42
$707K 0.17%
35,232
-4,134
43
$483K 0.12%
12,600
44
$458K 0.11%
14,882
45
$428K 0.1%
10,108
-344
46
$371K 0.09%
2,190
+200
47
$357K 0.09%
15,620
48
$333K 0.08%
750
49
$331K 0.08%
+2,725
50
$324K 0.08%
844
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