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
$415M
AUM Growth
+$6.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$6.29M
2
+$4.27M
3
+$3.6M
4
DXC icon
DXC Technology
DXC
+$821K
5
MPC icon
Marathon Petroleum
MPC
+$786K

Top Sells

1
+$6.88M
2
+$4.76M
3
+$3.18M
4
DLX icon
Deluxe
DLX
+$2.31M
5
MTZ icon
MasTec
MTZ
+$715K

Sector Composition

1 Industrials 20.8%
2 Financials 18.3%
3 Consumer Discretionary 14.48%
4 Technology 13.89%
5 Materials 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$153K 0.04%
36,483
52
$77K 0.02%
3,514
+143
53
$54K 0.01%
17,250
54
– –
-1,211
55
– –
-56,850
56
– –
-41,114
1 2
3