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
$461M
AUM Growth
-$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$8.68M
2
+$1.38M
3
+$504K
4
NVT icon
nVent Electric
NVT
+$239K
5
SHYF
The Shyft Group
SHYF
+$73.3K

Top Sells

1
+$5.35M
2
+$5.08M
3
+$4.88M
4
ADEA icon
Adeia
ADEA
+$2.46M
5
ICUI icon
ICU Medical
ICUI
+$604K

Sector Composition

1 Industrials 19.57%
2 Financials 19.5%
3 Consumer Discretionary 12.66%
4 Technology 12.51%
5 Materials 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$441K 0.1%
11,900
-1,710
52
$427K 0.09%
16,200
53
$419K 0.09%
26,680
-4,270
54
$401K 0.09%
9,537
-4,664
55
$396K 0.09%
36,483
56
$393K 0.09%
17,430
-2,640
57
$392K 0.09%
27,645
-4,435
58
$370K 0.08%
35,615
-5,640
59
$368K 0.08%
6,780
-1,025
60
$360K 0.08%
36,215
-5,720
61
$358K 0.08%
17,240
-2,615
62
$302K 0.07%
21,535
-3,155
63
$265K 0.06%
14,960
-2,095
64
$260K 0.06%
50,815
-8,035
65
$249K 0.05%
29,655
-4,495
66
$242K 0.05%
4,608
-755
67
$239K 0.05%
+9,537
68
$235K 0.05%
59,658
-1,332
69
$227K 0.05%
1,166
70
$219K 0.05%
16,260
-2,465
71
$202K 0.04%
52,525
72
$160K 0.03%
45,500
73
$116K 0.03%
2,714
74
$90K 0.02%
16,450
75
$86K 0.02%
40,000
1 2
3
4