KMC
Kirr Marbach & Co Portfolio holdings
AUM
$554M
1-Year Est. Return
32.82%
1 Year Est. Return
+32.82%
AUM
$506M
AUM Growth
+$74.6M
(+17%)
Holding
58
Top Buys
| 1 | +$7.57M | |
| 2 | +$3.68M | |
| 3 | +$3.27M | |
| 4 |
Crocs
CROX
|
+$2.72M |
| 5 |
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
|
+$820K |
Top Sells
| 1 | +$9.17M | |
| 2 | +$4.58M | |
| 3 | +$2.08M | |
| 4 |
InMode
INMD
|
+$1.57M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
51
Home Depot
HD
$386B
| $309K | 0.06% |
844
|
|
||
52
Skyward Specialty Insurance
SKWD
$1.86B
| $288K | 0.06% |
4,986
|
|
||
53
Amazon
AMZN
$2.28T
| $241K | 0.05% |
1,100
|
|
||
54
AbbVie
ABBV
$401B
| $233K | 0.05% |
1,255
+40
|
|
||
55
Microsoft
MSFT
$3.79T
| $216K | 0.04% |
+435
|
|
||
|
56
Vanguard Dividend Appreciation ETF
VIG
$97.4B
| – | – |
-3,191
|
|
||
|
57
InMode
INMD
$956M
| – | – |
-88,625
|
|
||
58
Biogen
BIIB
$20.9B
| – | – |
-33,444
|
|