KMC

Kirr Marbach & Co Portfolio holdings

AUM $523M
1-Year Est. Return 25.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$469M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$19.6M
3
+$18.7M
4
ROSE
ROSETTA RESOURCES INC
ROSE
+$18.4M
5
VYX icon
NCR Voyix
VYX
+$18M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 20.72%
2 Technology 16.36%
3 Financials 15.31%
4 Consumer Discretionary 11.48%
5 Materials 10.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$51K 0.01%
+33,300
52
$31K 0.01%
+12,000
53
$20K ﹤0.01%
+12,000
1 2
3