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
$550M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$7.78M
2
+$3.57M
3
+$673K
4
VOYA icon
Voya Financial
VOYA
+$582K
5
YHOO
Yahoo Inc
YHOO
+$370K

Top Sells

1
+$10.2M
2
+$3.3M
3
+$3.24M
4
EME icon
Emcor
EME
+$1.7M
5
BFH icon
Bread Financial
BFH
+$685K

Sector Composition

1 Industrials 20.1%
2 Financials 15.43%
3 Technology 15.32%
4 Materials 10.42%
5 Communication Services 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$227K 0.04%
+6,000
52
$221K 0.04%
4,000
53
$217K 0.04%
7,000
-7,000
54
$193K 0.04%
15,205
+2,450
55
$163K 0.03%
19,320
+3,000
56
$134K 0.02%
45,350
+6,850
57
$121K 0.02%
13,175
58
$38K 0.01%
33,300
59
$32K 0.01%
12,000
60
– –
-186,619
61
– –
-79,701
62
– –
-12,000
1 2
3