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

Top Buys

1
+$4.8M
2
+$2.31M
3
+$331K
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$318K
5
ABBV icon
AbbVie
ABBV
+$221K

Top Sells

1
+$9.47M
2
+$5.25M
3
+$4.56M
4
LLY icon
Eli Lilly
LLY
+$2.89M
5
VST icon
Vistra
VST
+$724K

Sector Composition

1 Industrials 27.99%
2 Technology 10.71%
3 Consumer Discretionary 7.99%
4 Financials 7.51%
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