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
$572M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$11.3M
3
+$9.01M
4
VC icon
Visteon
VC
+$2.6M
5
VOYA icon
Voya Financial
VOYA
+$1.12M

Top Sells

1
+$21.6M
2
+$7.92M
3
+$439K
4
LYB icon
LyondellBasell Industries
LYB
+$128K
5
CP icon
Canadian Pacific Kansas City
CP
+$82.7K

Sector Composition

1 Financials 19.67%
2 Industrials 18.23%
3 Technology 16.66%
4 Consumer Discretionary 13.79%
5 Communication Services 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$142K 0.02%
13,175
52
$134K 0.02%
412
53
$131K 0.02%
+14,185
54
$84K 0.01%
500
55
$82K 0.01%
11,995
56
– –
-49,980
57
– –
-45,153
1 2
3