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
$269M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$5.25M
2
+$924K
3
+$219K
4
NKE icon
Nike
NKE
+$207K
5
UPLD icon
Upland Software
UPLD
+$7.55K

Top Sells

1
+$5.45M
2
+$3.83M
3
+$1.97M
4
CP icon
Canadian Pacific Kansas City
CP
+$1.52M
5
AZO icon
AutoZone
AZO
+$1.18M

Sector Composition

1 Industrials 27.87%
2 Consumer Discretionary 15.69%
3 Technology 13.12%
4 Financials 10.16%
5 Healthcare 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$24K 0.01%
13,830
52
– –
-10,774
53
– –
-111,223
54
– –
-4,143
55
– –
-360,269
56
– –
-33,024
1 2
3