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
$321M
AUM Growth
+$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Sells

1 +$5.89M
2 +$5.55M
3 +$2.54M
4
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$2.27M
5
XPO icon
XPO
XPO
+$2.25M

Sector Composition

1 Industrials 25%
2 Consumer Discretionary 11.46%
3 Financials 11.29%
4 Technology 7.82%
5 Energy 6.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$19.5M 6.09%
7,922
-292
2
$16.4M 5.11%
110,701
-1,470
3
$14.8M 4.6%
172,862
-5,216
4
$14.7M 4.59%
104,010
-1,046
5
$13.4M 4.19%
145,940
-1,488
6
$13.2M 4.12%
176,566
+1,041
7
$13.1M 4.09%
624,319
+320,102
8
$12.7M 3.98%
42,480
-595
9
$12.5M 3.91%
224,170
-3,250
10
$11.5M 3.58%
88,763
-793
11
$11.3M 3.51%
127,593
-1,139
12
$10.9M 3.39%
93,274
-761
13
$10.7M 3.33%
93,728
-2,155
14
$10.5M 3.28%
7,971
-38
15
$9.19M 2.87%
70,260
-554
16
$8.86M 2.76%
432,501
+129,391
17
$8.62M 2.69%
428,237
+124,704
18
$8.26M 2.58%
80,347
-948
19
$8.01M 2.5%
130,254
-1,363
20
$7.43M 2.32%
320,255
-3,196
21
$7.05M 2.2%
135,452
-14,673
22
$5.61M 1.75%
225,838
+3,173
23
$5.49M 1.71%
245,193
-5,322
24
$5.27M 1.65%
174,028
-940
25
$5.13M 1.6%
208,777
+7,132