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
$378M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$6.89M
2
+$6.79M
3
+$4.33M
4
ATEX icon
Anterix
ATEX
+$138K
5
VTNR
Vertex Energy, Inc
VTNR
+$66.8K

Top Sells

1
+$7.75M
2
+$6.75M
3
+$560K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$423K
5
PRFT
Perficient Inc
PRFT
+$349K

Sector Composition

1 Industrials 27%
2 Technology 14.36%
3 Consumer Discretionary 11.25%
4 Healthcare 8.53%
5 Financials 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$207K 0.05%
3,686
52
$160K 0.04%
28,500
53
$125K 0.03%
13,900
+3,900
54
$63K 0.02%
+14,000
55
$3K ﹤0.01%
13,830
56
– –
-6,900
57
– –
-30,639
58
– –
-11,250
59
– –
-133,595
1 2
3