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
$568M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$7.49M
2
+$5.01M
3
+$4.83M
4
PIR
Pier 1 Imports, Inc.
PIR
+$2.13M
5
AMC icon
AMC Entertainment Holdings
AMC
+$1.89M

Top Sells

1
+$8.77M
2
+$7.95M
3
+$1.65M
4
BFH icon
Bread Financial
BFH
+$814K
5
KO icon
Coca-Cola
KO
+$327K

Sector Composition

1 Industrials 20.38%
2 Technology 16.14%
3 Financials 15.47%
4 Materials 10.77%
5 Communication Services 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29.3M 5.16%
134,778
-3,744
2
$24.3M 4.28%
230,460
-2,889
3
$22.3M 3.93%
386,035
+74
4
$21.8M 3.84%
245,273
-1,193
5
$21.6M 3.8%
963,421
-6,286
6
$19.7M 3.48%
390,305
-5,189
7
$19.4M 3.41%
256,143
-2,808
8
$19.2M 3.38%
442,502
-2,512
9
$18.6M 3.28%
399,461
-1,507
10
$18.3M 3.23%
609,760
-1,955
11
$17.6M 3.1%
45,026
+350
12
$16.7M 2.95%
466,513
-4,440
13
$16.7M 2.93%
590,935
+4,689
14
$16.1M 2.83%
692,234
-5,893
15
$15.7M 2.76%
226,293
-1,996
16
$14.1M 2.48%
310,905
+2,159
17
$13.7M 2.41%
573,468
-7,700
18
$13.7M 2.4%
171,374
+607
19
$13.6M 2.39%
374,908
+9,888
20
$13.6M 2.39%
271,851
+3,272
21
$13.3M 2.34%
386,190
+4,600
22
$12.8M 2.26%
93,523
-153
23
$12.7M 2.24%
23,709
-402
24
$12.7M 2.23%
270,761
-1,533
25
$11.6M 2.04%
316,109
+7,974
1
2 3