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
$448M
AUM Growth
+$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$2.09M
3
+$104K
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$93.2K
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$91.3K

Top Sells

1
+$2.96M
2
+$856K
3
+$306K
4
CIGI icon
Colliers International
CIGI
+$207K
5
MTZ icon
MasTec
MTZ
+$133K

Sector Composition

1 Industrials 29.83%
2 Technology 11.62%
3 Utilities 7.95%
4 Consumer Discretionary 7.95%
5 Communication Services 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$314K 0.07%
1,750
52
$273K 0.06%
12,600
53
$240K 0.05%
1,215
54
$205K 0.05%
1,100
55
– –
-431
56
– –
-133,603
57
– –
-38,652
1 2
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