KMC

Kirr Marbach & Co Portfolio holdings

AUM $549M
1-Year Est. Return 39.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+39.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$554M
AUM Growth
+$48.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$8.22M
2
+$4.4M
3
+$813K
4
AMRZ
Amrize Ltd
AMRZ
+$613K
5
BSCS icon
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
+$566K

Top Sells

1
+$4.57M
2
+$4.21M
3
+$1.91M
4
MTZ icon
MasTec
MTZ
+$339K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$100K

Sector Composition

1 Industrials 31.84%
2 Technology 12.32%
3 Consumer Discretionary 10.4%
4 Communication Services 6.53%
5 Utilities 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$342K 0.06%
844
52
$332K 0.06%
1,750
53
$291K 0.05%
1,255
54
$242K 0.04%
1,100
55
$237K 0.04%
4,986
56
$225K 0.04%
435
57
$210K 0.04%
+440
58
– –
-335,885
59
– –
-54,335
1 2
3