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
$462M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$9.82M
2
+$8.5M
3
+$5.66M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.22M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$3.36M

Top Sells

1
+$16.7M
2
+$11.5M
3
+$5.2M
4
EME icon
Emcor
EME
+$733K
5
BIIB icon
Biogen
BIIB
+$700K

Sector Composition

1 Industrials 28.84%
2 Technology 13.58%
3 Consumer Discretionary 7.37%
4 Utilities 6.48%
5 Communication Services 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.11M 1.32%
68,907
-1,454
27
$5.66M 1.22%
+308,414
28
$5.52M 1.19%
94,756
-525
29
$4.77M 1.03%
688,926
-6,532
30
$4.56M 0.99%
29,798
-4,578
31
$4.45M 0.96%
186,777
-2,060
32
$4.22M 0.91%
+7,173
33
$4.2M 0.91%
21,362
-173
34
$3.74M 0.81%
33,508
-272
35
$3.53M 0.76%
300,901
+73,773
36
$3.4M 0.74%
21,919
-1,616
37
$3.19M 0.69%
139,890
-4,147
38
$2.83M 0.61%
92,411
-3,880
39
$2.72M 0.59%
24,879
-2,586
40
$2.3M 0.5%
33,856
+281
41
$2.23M 0.48%
114,028
-2,191
42
$1.91M 0.41%
35,197
-496
43
$1.6M 0.35%
2,068
44
$1.35M 0.29%
81,024
-11,419
45
$630K 0.14%
19,882
46
$620K 0.13%
9,315
-669
47
$534K 0.12%
25,620
48
$532K 0.12%
+30,462
49
$526K 0.11%
1,510
+441
50
$383K 0.08%
750
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