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
$432M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$8.24M
2
+$4.21M
3
+$4.03M
4
BEAT
BioTelemetry, Inc.
BEAT
+$2.97M
5
UPLD icon
Upland Software
UPLD
+$246K

Top Sells

1
+$9.16M
2
+$6.11M
3
+$3.03M
4
KLXE icon
KLX Energy Services
KLXE
+$1.5M
5
SYF icon
Synchrony
SYF
+$1.01M

Sector Composition

1 Industrials 23.62%
2 Financials 17.28%
3 Consumer Discretionary 14.92%
4 Technology 12.84%
5 Materials 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$146K 0.03%
36,483
52
$69K 0.02%
17,250
53
$53K 0.01%
3,157
-357
54
– –
-877
55
– –
-34,817
56
– –
-1,206,872
57
– –
-77,828
58
– –
-648,812
1 2
3