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
$319M
AUM Growth
-$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$5.58M
2 +$675K
3 +$365K
4
ATEX icon
Anterix
ATEX
+$82.8K
5
EBAY icon
eBay
EBAY
+$61.1K

Top Sells

1 +$4.25M
2 +$3.14M
3 +$278K
4
NKE icon
Nike
NKE
+$222K
5
BSCT icon
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
+$213K

Sector Composition

1 Industrials 22.07%
2 Technology 11.16%
3 Financials 11.12%
4 Consumer Discretionary 10.55%
5 Healthcare 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,648