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
$378M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$7.37M
2
+$5.7M
3
+$4.89M
4
ATEX icon
Anterix
ATEX
+$134K
5
VTNR
Vertex Energy, Inc
VTNR
+$63K

Top Sells

1
+$7.75M
2
+$6.75M
3
+$631K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$426K
5
PRFT
Perficient Inc
PRFT
+$343K

Sector Composition

1 Industrials 27%
2 Technology 14.36%
3 Consumer Discretionary 11.25%
4 Healthcare 8.53%
5 Financials 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.6M 5.99%
152,302
-1,263
2
$20.9M 5.54%
9,989
-301
3
$19M 5.03%
131,200
-2,940
4
$16.7M 4.42%
181,257
-3,426
5
$15.2M 4.01%
107,890
6
$15.1M 4%
227,290
-1,140
7
$14.5M 3.85%
114,150
-2,494
8
$13.2M 3.5%
149,127
+177
9
$13.2M 3.48%
43,777
-948
10
$12.9M 3.42%
179,683
-2,333
11
$12.6M 3.32%
90,102
-614
12
$12.4M 3.27%
150,845
-597
13
$11M 2.9%
223,188
-26
14
$10.3M 2.71%
95,212
+479
15
$9.95M 2.63%
8,065
-33
16
$8.97M 2.37%
98,778
-486
17
$8.93M 2.36%
134,688
-1,492
18
$8.33M 2.2%
62,679
-657
19
$7.95M 2.1%
71,489
-467
20
$7.63M 2.02%
165,954
-964
21
$7.57M 2%
332,382
-5,259
22
$7.48M 1.98%
82,820
-860
23
$7.37M 1.95%
+71,757
24
$7.28M 1.92%
109,407
-725
25
$7.1M 1.88%
57,575
-171
1
2 3