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
$415M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$5.21M
2
+$2.23M
3
+$319K
4
ABBV icon
AbbVie
ABBV
+$209K
5
ALIT icon
Alight
ALIT
+$126K

Top Sells

1
+$9.47M
2
+$5.25M
3
+$4.26M
4
LLY icon
Eli Lilly
LLY
+$2.64M
5
VST icon
Vistra
VST
+$514K

Sector Composition

1 Industrials 27.99%
2 Technology 10.71%
3 Consumer Discretionary 7.99%
4 Financials 7.62%
5 Energy 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$318K 0.08%
1,079
-103
52
$261K 0.06%
1,522
+90
53
$221K 0.05%
+1,215
54
$13.9K ﹤0.01%
300
55
– –
-205,571
56
– –
-129,859
1 2
3