KMC

Kirr Marbach & Co Portfolio holdings

AUM $523M
1-Year Est. Return 25.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$449M
AUM Growth
-$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$349K
2 +$280K
3 +$273K
4
DSKE
Daseke, Inc. Common Stock
DSKE
+$230K
5
SD icon
SandRidge Energy
SD
+$215K

Top Sells

1 +$12.2M
2 +$9.5M
3 +$6.39M
4
ICUI icon
ICU Medical
ICUI
+$1.79M
5
BFH icon
Bread Financial
BFH
+$1.32M

Sector Composition

1 Financials 17.91%
2 Consumer Discretionary 16.68%
3 Industrials 13.57%
4 Technology 11.74%
5 Healthcare 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-29,120
77
-3,567