KMC

Kirr Marbach & Co Portfolio holdings

AUM $523M
1-Year Est. Return 25.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$371M
AUM Growth
-$6.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$5.98M
2
+$5.89M
3
+$5.88M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$5.85M
5
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$5.79M

Top Sells

1
+$8.33M
2
+$5.4M
3
+$874K
4
PRFT
Perficient Inc
PRFT
+$705K
5
AZO icon
AutoZone
AZO
+$591K

Sector Composition

1 Industrials 23.58%
2 Technology 13.38%
3 Consumer Discretionary 10.76%
4 Financials 9.35%
5 Healthcare 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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