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
$432M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$8.24M
2
+$4.21M
3
+$4.03M
4
BEAT
BioTelemetry, Inc.
BEAT
+$2.97M
5
UPLD icon
Upland Software
UPLD
+$246K

Top Sells

1
+$9.16M
2
+$6.11M
3
+$3.03M
4
KLXE icon
KLX Energy Services
KLXE
+$1.5M
5
SYF icon
Synchrony
SYF
+$1.01M

Sector Composition

1 Industrials 23.62%
2 Financials 17.28%
3 Consumer Discretionary 14.92%
4 Technology 12.84%
5 Materials 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.3M 4.47%
301,202
-3,737
2
$18.1M 4.19%
15,220
-184
3
$17.9M 4.14%
172,956
-1,742
4
$17.6M 4.08%
226,040
-2,034
5
$17.4M 4.03%
285,558
-2,962
6
$15.8M 3.66%
183,235
-1,932
7
$14.3M 3.32%
281,355
-15,120
8
$14M 3.25%
149,321
-1,409
9
$13M 3%
211,569
+65,623
10
$13M 3%
62,347
-523
11
$12.7M 2.93%
204,547
-1,584
12
$12.5M 2.9%
132,660
-980
13
$12.5M 2.89%
10,942
-76
14
$11.5M 2.66%
501,163
-3,666
15
$11.3M 2.62%
78,105
-59
16
$10.9M 2.52%
212,271
-1,349
17
$10.9M 2.52%
395,069
-3,466
18
$10.8M 2.49%
168,942
-1,103
19
$10.4M 2.4%
183,497
-202
20
$10.3M 2.38%
170,869
-1,374
21
$10M 2.31%
110,233
-675
22
$9.54M 2.21%
442,312
-2,543
23
$9.46M 2.19%
299,420
+170
24
$9.1M 2.1%
70,672
-428
25
$8.88M 2.05%
242,105
-1,884
1
2 3