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
$353M
AUM Growth
-$9.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.83M
3
+$1.63M
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$1.55M
5
LLYVK icon
Liberty Live Group Series C
LLYVK
+$1.09M

Top Sells

1
+$6.53M
2
+$1.12M
3
+$508K
4
LSXMA
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
+$440K
5
MPC icon
Marathon Petroleum
MPC
+$371K

Sector Composition

1 Industrials 24.56%
2 Financials 11.84%
3 Consumer Discretionary 10%
4 Technology 9.14%
5 Energy 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$265K 0.08%
+1,547
52
$264K 0.08%
+15,620
53
$255K 0.07%
844
54
– –
-244,736
1 2
3