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
$461M
AUM Growth
-$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$8.68M
2
+$1.38M
3
+$504K
4
NVT icon
nVent Electric
NVT
+$239K
5
SHYF
The Shyft Group
SHYF
+$73.3K

Top Sells

1
+$5.35M
2
+$5.08M
3
+$4.88M
4
ADEA icon
Adeia
ADEA
+$2.46M
5
ICUI icon
ICU Medical
ICUI
+$604K

Sector Composition

1 Industrials 19.57%
2 Financials 19.5%
3 Consumer Discretionary 12.66%
4 Technology 12.51%
5 Materials 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.1M 3.93%
239,112
-6,706
2
$17.5M 3.79%
93,912
-2,064
3
$16.9M 3.68%
333,972
-9,631
4
$16.8M 3.65%
277,609
-7,713
5
$16.6M 3.6%
210,260
-67,765
6
$16.6M 3.6%
452,715
-10,205
7
$15M 3.25%
136,361
-46,263
8
$15M 3.25%
196,599
-5,387
9
$14.8M 3.2%
446,842
-147,794
10
$14.2M 3.08%
301,618
-6,739
11
$13.9M 3.02%
182,020
-4,902
12
$13.6M 2.95%
105,240
-2,841
13
$13.3M 2.89%
384,862
-11,843
14
$13.1M 2.85%
154,571
-3,721
15
$12.9M 2.79%
595,697
-15,918
16
$12.5M 2.72%
91,249
-2,082
17
$12.4M 2.7%
11,474
-292
18
$12.2M 2.65%
104,486
-2,222
19
$12.2M 2.64%
669,946
-16,814
20
$12.1M 2.63%
511,515
-8,820
21
$11.2M 2.44%
211,956
-4,751
22
$11.1M 2.4%
219,765
-4,642
23
$10.9M 2.36%
16,202
-420
24
$10.4M 2.26%
426,127
-12,330
25
$9.1M 1.97%
272,470
-3,537
1
2 3 4