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
$462M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$9.82M
2
+$8.5M
3
+$5.66M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.22M
5
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$3.36M

Top Sells

1
+$16.7M
2
+$11.5M
3
+$5.2M
4
EME icon
Emcor
EME
+$733K
5
BIIB icon
Biogen
BIIB
+$700K

Sector Composition

1 Industrials 28.84%
2 Technology 13.58%
3 Consumer Discretionary 7.37%
4 Utilities 6.48%
5 Communication Services 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$356K 0.08%
1,422
-100
52
$328K 0.07%
844
53
$307K 0.07%
1,750
54
$252K 0.05%
+4,986
55
$241K 0.05%
1,100
56
$228K 0.05%
12,600
57
$216K 0.05%
1,215
58
– –
-792,840
1 2
3