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
$323M
AUM Growth
+$1.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$3.34M
3
+$2.89M
4
BCO icon
Brink's
BCO
+$1.05M
5
SSNC icon
SS&C Technologies
SSNC
+$898K

Top Sells

1
+$13.2M
2
+$10.7M
3
+$3.22M
4
F icon
Ford
F
+$3.22M
5
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$234K

Sector Composition

1 Industrials 21.94%
2 Financials 11.84%
3 Consumer Discretionary 11.15%
4 Technology 10.21%
5 Energy 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.7M 6.12%
8,027
+105
2
$17.8M 5.52%
109,578
-1,123
3
$16.3M 5.05%
172,483
-379
4
$15.3M 4.75%
145,253
-687
5
$14.9M 4.63%
104,059
+49
6
$14.4M 4.47%
224,860
+690
7
$13.5M 4.17%
638,420
+14,101
8
$13.4M 4.16%
42,560
+80
9
$13.3M 4.11%
127,965
+372
10
$12.4M 3.86%
92,318
-956
11
$12M 3.72%
88,674
-89
12
$11M 3.4%
69,880
-380
13
$10.3M 3.18%
8,033
+62
14
$9.58M 2.97%
465,429
+32,928
15
$9.36M 2.9%
461,567
+33,330
16
$9.24M 2.87%
129,338
-916
17
$8.55M 2.65%
151,353
+15,901
18
$8.19M 2.54%
79,782
-565
19
$7.62M 2.36%
317,703
-2,552
20
$6.47M 2.01%
96,876
+15,771
21
$5.36M 1.66%
247,709
+2,516
22
$5.2M 1.61%
211,739
+2,962
23
$5.15M 1.6%
226,545
+707
24
$4.89M 1.52%
97,005
-130
25
$4.82M 1.5%
108,704
-517
1
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