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
$492M
AUM Growth
-$79.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$3M
3
+$2.08M
4
LIND icon
Lindblad Expeditions
LIND
+$129K
5
AON icon
Aon
AON
+$98.5K

Top Sells

1
+$10.8M
2
+$10.1M
3
+$7.55M
4
TYC
TYCO INTL PLC COM SHS (IRL)
TYC
+$5.45M
5
BWXT icon
BWX Technologies
BWXT
+$3.73M

Sector Composition

1 Financials 20.23%
2 Industrials 16.76%
3 Consumer Discretionary 15.71%
4 Technology 14.39%
5 Communication Services 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$118K 0.02%
412
52
$87K 0.02%
14,185
53
$78K 0.02%
+12,200
54
$61K 0.01%
500
55
– –
-13,175
56
– –
-251,533
57
– –
-11,995
58
– –
-253,535
59
– –
-135,291
1 2
3