KMC

Kirr Marbach & Co Portfolio holdings

AUM $549M
1-Year Est. Return 39.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+39.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$554M
AUM Growth
+$48.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$8.22M
2
+$4.4M
3
+$813K
4
AMRZ
Amrize Ltd
AMRZ
+$613K
5
BSCS icon
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
+$566K

Top Sells

1
+$4.57M
2
+$4.21M
3
+$1.91M
4
MTZ icon
MasTec
MTZ
+$339K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$100K

Sector Composition

1 Industrials 31.84%
2 Technology 12.32%
3 Consumer Discretionary 10.4%
4 Communication Services 6.53%
5 Utilities 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.02M 1.45%
49,080
+487
27
$8.01M 1.45%
425,984
+43,322
28
$7.81M 1.41%
69,274
-284
29
$6.51M 1.18%
97,087
-72
30
$6.19M 1.12%
29,819
+283
31
$6.18M 1.12%
+137,672
32
$4.71M 0.85%
56,322
+17
33
$4.36M 0.79%
+349,759
34
$4.33M 0.78%
36,093
-10
35
$4.25M 0.77%
471,946
+1,464
36
$4.18M 0.76%
86,196
+12,022
37
$3.89M 0.7%
33,988
+14
38
$2.91M 0.52%
189,044
-936
39
$2.51M 0.45%
769,672
-2,990
40
$2.08M 0.38%
96,849
+102
41
$2.03M 0.37%
35,641
-8
42
$1.76M 0.32%
102,573
-3,305
43
$1.58M 0.28%
2,068
44
$676K 0.12%
19,882
45
$627K 0.11%
1,485
-25
46
$578K 0.1%
39,462
47
$451K 0.08%
750
48
$438K 0.08%
+654
49
$426K 0.08%
18,600
50
$400K 0.07%
1,572
1
2
3