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
$452M
AUM Growth
-$9.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$8.16M
2
+$3.17M
3
+$3.12M
4
SHYF
The Shyft Group
SHYF
+$2.91M
5
NUAN
Nuance Communications, Inc.
NUAN
+$800K

Top Sells

1
+$16.8M
2
+$14.8M
3
+$3.92M
4
CVEO icon
Civeo
CVEO
+$729K
5
LIND icon
Lindblad Expeditions
LIND
+$605K

Sector Composition

1 Financials 20.95%
2 Industrials 16.54%
3 Consumer Discretionary 13.44%
4 Technology 13.19%
5 Healthcare 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19M 4.21%
448,710
-4,005
2
$18.3M 4.05%
236,087
-3,025
3
$17.6M 3.9%
93,535
-377
4
$16.2M 3.59%
209,955
-305
5
$15.6M 3.45%
394,563
+9,701
6
$14.9M 3.29%
660,491
-9,455
7
$14.8M 3.28%
298,038
-3,580
8
$14.7M 3.25%
328,207
-5,765
9
$14.4M 3.2%
192,359
-4,240
10
$13.9M 3.08%
135,814
-547
11
$13.9M 3.08%
90,519
-730
12
$13.8M 3.05%
179,390
-2,630
13
$13.2M 2.92%
11,082
-392
14
$12.7M 2.81%
510,855
-660
15
$12.5M 2.76%
152,809
-1,762
16
$12.4M 2.75%
16,021
-181
17
$12.3M 2.71%
103,864
-622
18
$11.7M 2.6%
580,322
-15,375
19
$11.2M 2.49%
217,765
-2,000
20
$11.2M 2.48%
210,496
-1,460
21
$10.9M 2.42%
419,742
-6,385
22
$10.8M 2.4%
163,754
+6,485
23
$10.4M 2.31%
111,610
+3,955
24
$10.3M 2.29%
486,891
+11,440
25
$10.1M 2.24%
79,318
-448
1
2 3 4