KMC

Kirr Marbach & Co Portfolio holdings

AUM $523M
1-Year Est. Return 25.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
-$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$6.44M
3
+$6.14M
4
CTVA icon
Corteva
CTVA
+$3.24M
5
ICUI icon
ICU Medical
ICUI
+$162K

Top Sells

1
+$10.9M
2
+$8.62M
3
+$8.28M
4
IOSP icon
Innospec
IOSP
+$6.31M
5
DXC icon
DXC Technology
DXC
+$5.44M

Sector Composition

1 Industrials 25.14%
2 Consumer Discretionary 15.22%
3 Technology 13.17%
4 Financials 12.28%
5 Healthcare 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$24K 0.01%
2,800
-357
52
– –
-212,271
53
– –
-92,466
54
– –
-239,312
55
– –
-3,686
56
– –
-1,212
57
– –
-144,614
58
– –
-6,900
1 2
3