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
$550M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$7.78M
2
+$3.57M
3
+$673K
4
VOYA icon
Voya Financial
VOYA
+$582K
5
YHOO
Yahoo Inc
YHOO
+$370K

Top Sells

1
+$10.2M
2
+$3.3M
3
+$3.24M
4
EME icon
Emcor
EME
+$1.7M
5
BFH icon
Bread Financial
BFH
+$685K

Sector Composition

1 Industrials 20.1%
2 Financials 15.43%
3 Technology 15.32%
4 Materials 10.42%
5 Communication Services 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29.1M 5.28%
138,522
-3,264
2
$22.2M 4.03%
258,951
-3,948
3
$21.8M 3.96%
233,349
-2,044
4
$20.4M 3.71%
385,961
+396
5
$20.3M 3.68%
969,707
-3,186
6
$20M 3.63%
395,494
-8,816
7
$19.8M 3.59%
246,466
-1,185
8
$19.3M 3.5%
400,968
-4,240
9
$19M 3.46%
470,953
+9,140
10
$18.5M 3.36%
611,715
-3,550
11
$18.1M 3.3%
698,127
-6,890
12
$16M 2.91%
228,289
-3,820
13
$14.9M 2.71%
44,676
+140
14
$14.6M 2.65%
445,014
+430
15
$14.3M 2.59%
308,746
+4,395
16
$14.3M 2.59%
586,246
+13,690
17
$13.8M 2.51%
381,590
+98,725
18
$13.7M 2.49%
268,579
+4,240
19
$13.4M 2.43%
581,168
+1,500
20
$13.2M 2.4%
170,767
+3,010
21
$12.8M 2.33%
365,020
+16,555
22
$12.7M 2.31%
93,676
-296
23
$11.6M 2.11%
205,890
-2,300
24
$11.6M 2.1%
272,294
-40,055
25
$11.5M 2.09%
24,111
-536
1
2 3