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
$411M
AUM Growth
+$50.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$9.39M
2
+$9.35M
3
+$8.47M
4
AVGO icon
Broadcom
AVGO
+$2.54M
5
DXC icon
DXC Technology
DXC
+$1.59M

Top Sells

1
+$11.5M
2
+$7.29M
3
+$5.7M
4
LXFT
Luxoft Holding, Inc.
LXFT
+$3.79M
5
VOYA icon
Voya Financial
VOYA
+$362K

Sector Composition

1 Financials 18.61%
2 Technology 18.59%
3 Industrials 17.36%
4 Consumer Discretionary 13.15%
5 Healthcare 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$135K 0.03%
42,200
52
$104K 0.03%
3,286
+572
53
$78K 0.02%
17,250
+250
54
$77K 0.02%
58,824
+2,000
55
– –
-10,000
56
– –
-10,000
57
– –
-481,134
58
– –
-208,178
59
– –
-10,000
60
– –
-107,533
61
– –
-124,587
1 2
3