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
$416M
AUM Growth
+$934K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$7.9M
2
+$3.93M
3
+$3.61M
4
CXT icon
Crane NXT
CXT
+$3.57M
5
BIIB icon
Biogen
BIIB
+$2.78M

Top Sells

1
+$10.3M
2
+$7.8M
3
+$7.75M
4
TOI icon
The Oncology Institute
TOI
+$331K
5
ET icon
Energy Transfer Partners
ET
+$230K

Sector Composition

1 Industrials 28.73%
2 Technology 11.47%
3 Consumer Discretionary 8.4%
4 Utilities 6.2%
5 Communication Services 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.1M 1.23%
690,538
+85
27
$4.98M 1.2%
98,705
+1,711
28
$4.96M 1.19%
189,689
+2,929
29
$3.93M 0.95%
+26,940
30
$3.83M 0.92%
96,775
-45
31
$3.61M 0.87%
+21,579
32
$3.57M 0.86%
+58,048
33
$3.35M 0.81%
33,722
+532
34
$2.96M 0.71%
133,603
+317
35
$2.83M 0.68%
23,809
+1,269
36
$2.71M 0.65%
228,107
-792
37
$2.53M 0.61%
131,709
-4,890
38
$1.89M 0.45%
116,219
-14,209
39
$1.87M 0.45%
2,068
40
$1.69M 0.41%
92,603
+62
41
$1.36M 0.33%
35,713
+3,544
42
$1.29M 0.31%
33,618
+95
43
$856K 0.21%
38,652
-1,093
44
$661K 0.16%
33,112
-2,120
45
$616K 0.15%
19,882
+5,000
46
$534K 0.13%
25,620
+10,000
47
$377K 0.09%
10,059
-49
48
$361K 0.09%
12,600
49
$360K 0.09%
750
50
$320K 0.08%
1,522
1
2
3