KMC

Kirr Marbach & Co Portfolio holdings

AUM $523M
1-Year Est. Return 25.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$506M
AUM Growth
+$74.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$7.57M
2
+$3.68M
3
+$3.27M
4
CROX icon
Crocs
CROX
+$2.72M
5
BSCT icon
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
+$820K

Top Sells

1
+$9.17M
2
+$4.58M
3
+$2.08M
4
INMD icon
InMode
INMD
+$1.57M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$619K

Sector Composition

1 Industrials 30.99%
2 Technology 12.4%
3 Consumer Discretionary 8.91%
4 Utilities 6.47%
5 Communication Services 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.35M 1.45%
48,593
+1,547
27
$7.16M 1.41%
382,662
+43,876
28
$6.62M 1.31%
70,988
+281
29
$5.7M 1.13%
56,305
+26,901
30
$5.35M 1.06%
29,536
+375
31
$5.24M 1.04%
97,159
+246
32
$4.77M 0.94%
36,103
+233
33
$4.57M 0.9%
54,335
-24,731
34
$4.37M 0.86%
772,662
+7,351
35
$4.21M 0.83%
33,974
+193
36
$4.21M 0.83%
335,885
+41
37
$3.68M 0.73%
+74,174
38
$3.27M 0.65%
+470,482
39
$2.99M 0.59%
189,980
+1,154
40
$2.48M 0.49%
96,747
-50
41
$1.97M 0.39%
35,649
+249
42
$1.92M 0.38%
105,878
-4,325
43
$1.61M 0.32%
2,068
44
$629K 0.12%
19,882
45
$495K 0.1%
1,510
46
$447K 0.09%
18,600
47
$440K 0.09%
39,462
48
$414K 0.08%
750
49
$322K 0.06%
1,572
+150
50
$318K 0.06%
1,750
1
2
3