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
$381M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$7.66M
2
+$6.46M
3
+$4.94M
4
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$4.75M
5
ATEX icon
Anterix
ATEX
+$1.15M

Top Sells

1
+$13.3M
2
+$4.72M
3
+$3.42M
4
EME icon
Emcor
EME
+$3.17M
5
AZO icon
AutoZone
AZO
+$370K

Sector Composition

1 Industrials 25.39%
2 Technology 10.63%
3 Financials 10.09%
4 Consumer Discretionary 7.76%
5 Energy 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$283K 0.07%
1,182
52
$276K 0.07%
1,432
-115
53
$20.3K 0.01%
+300
54
– –
-107,000
55
– –
-628,784
1 2
3