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
$416M
AUM Growth
+$934K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$7.9M
2
+$3.93M
3
+$3.61M
4
CXT icon
Crane NXT
CXT
+$3.57M
5
BIIB icon
Biogen
BIIB
+$2.78M

Top Sells

1
+$10.3M
2
+$7.8M
3
+$7.75M
4
TOI icon
The Oncology Institute
TOI
+$331K
5
ET icon
Energy Transfer Partners
ET
+$230K

Sector Composition

1 Industrials 28.73%
2 Technology 11.47%
3 Consumer Discretionary 8.4%
4 Utilities 6.2%
5 Communication Services 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$292K 0.07%
1,054
-25
52
$291K 0.07%
844
53
$287K 0.07%
1,750
-440
54
$213K 0.05%
+1,100
55
$208K 0.05%
1,215
56
$5.77K ﹤0.01%
431
+131
57
– –
-30,729
58
– –
-2,725
59
– –
-29,507
1 2
3