KMC

Kirr Marbach & Co Portfolio holdings

AUM $549M
1-Year Est. Return 39.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+39.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$452M
AUM Growth
-$9.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$8.63M
2
+$3.64M
3
+$3.32M
4
SHYF
The Shyft Group
SHYF
+$2.95M
5
VTRS icon
Viatris
VTRS
+$743K

Top Sells

1
+$16.8M
2
+$14.8M
3
+$3.92M
4
CVEO icon
Civeo
CVEO
+$729K
5
LIND icon
Lindblad Expeditions
LIND
+$605K

Sector Composition

1 Financials 20.95%
2 Industrials 16.54%
3 Consumer Discretionary 13.44%
4 Technology 13.19%
5 Healthcare 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$97K 0.02%
2,714
52
$76K 0.02%
16,450
53
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