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
$411M
AUM Growth
+$50.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$9.39M
2
+$9.35M
3
+$8.47M
4
AVGO icon
Broadcom
AVGO
+$2.54M
5
DXC icon
DXC Technology
DXC
+$1.59M

Top Sells

1
+$11.5M
2
+$7.29M
3
+$5.7M
4
LXFT
Luxoft Holding, Inc.
LXFT
+$3.79M
5
VOYA icon
Voya Financial
VOYA
+$362K

Sector Composition

1 Financials 18.61%
2 Technology 18.59%
3 Industrials 17.36%
4 Consumer Discretionary 13.15%
5 Healthcare 6.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.4M 4%
16,051
-318
2
$16.1M 3.92%
153,455
-3,071
3
$15.8M 3.84%
236,583
-4,967
4
$15.7M 3.81%
325,519
-5,941
5
$15.4M 3.74%
90,107
-2,023
6
$15.3M 3.71%
210,532
-4,286
7
$14.9M 3.62%
178,852
-3,988
8
$14.9M 3.62%
297,893
-7,253
9
$14M 3.4%
191,479
-2,322
10
$13.4M 3.27%
515,952
-5,623
11
$13.1M 3.19%
94,021
-572
12
$12.4M 3.03%
302,025
-2,245
13
$11.4M 2.78%
135,980
-1,339
14
$11.1M 2.69%
11,111
-124
15
$10.4M 2.54%
580,917
-7,336
16
$9.87M 2.4%
79,609
-1,005
17
$9.81M 2.39%
163,967
-1,790
18
$9.62M 2.34%
656,098
+34,355
19
$9.39M 2.28%
+147,445
20
$9.35M 2.27%
+188,627
21
$9.2M 2.24%
213,644
-2,142
22
$9.09M 2.21%
302,390
+84,440
23
$9.05M 2.2%
654,684
+23,158
24
$8.74M 2.13%
135,977
+24,741
25
$8.67M 2.11%
271,861
+6,457
1
2 3