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
$448M
AUM Growth
+$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$2.09M
3
+$104K
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$93.2K
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$91.3K

Top Sells

1
+$2.96M
2
+$856K
3
+$306K
4
CIGI icon
Colliers International
CIGI
+$207K
5
MTZ icon
MasTec
MTZ
+$133K

Sector Composition

1 Industrials 29.83%
2 Technology 11.62%
3 Utilities 7.95%
4 Consumer Discretionary 7.95%
5 Communication Services 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.35M 1.19%
95,281
+37,233
27
$5.29M 1.18%
188,837
-852
28
$5.16M 1.15%
99,139
+434
29
$5.15M 1.15%
695,458
+4,920
30
$4.35M 0.97%
21,535
-44
31
$4.29M 0.96%
23,535
-274
32
$3.98M 0.89%
27,465
+525
33
$3.63M 0.81%
96,291
-484
34
$3.41M 0.76%
+144,037
35
$3.25M 0.73%
33,780
+58
36
$2.85M 0.64%
227,128
-979
37
$2.69M 0.6%
136,434
+4,725
38
$1.87M 0.42%
116,219
39
$1.83M 0.41%
2,068
40
$1.72M 0.38%
33,575
-43
41
$1.69M 0.38%
35,693
-20
42
$1.57M 0.35%
92,443
-160
43
$659K 0.15%
32,075
-1,037
44
$657K 0.15%
19,882
45
$494K 0.11%
9,984
-75
46
$474K 0.11%
25,620
47
$367K 0.08%
750
48
$355K 0.08%
1,522
49
$346K 0.08%
1,069
+15
50
$342K 0.08%
844
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2
3