KMC

Kirr Marbach & Co Portfolio holdings

AUM $549M
1-Year Est. Return 39.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+39.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$554M
AUM Growth
+$48.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$8.22M
2
+$4.4M
3
+$813K
4
AMRZ
Amrize Ltd
AMRZ
+$613K
5
BSCS icon
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
+$566K

Top Sells

1
+$4.57M
2
+$4.21M
3
+$1.91M
4
MTZ icon
MasTec
MTZ
+$339K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$100K

Sector Composition

1 Industrials 31.84%
2 Technology 12.32%
3 Consumer Discretionary 10.4%
4 Communication Services 6.53%
5 Utilities 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$48M 8.66%
145,433
-6,226
2
$39.6M 7.15%
60,937
+458
3
$36.1M 6.52%
169,782
-1,849
4
$33.5M 6.04%
7,799
+7
5
$33M 5.96%
168,613
-100
6
$22.2M 4%
91,126
-478
7
$22.1M 4%
141,710
-45
8
$20.4M 3.69%
88,954
+11
9
$20.1M 3.64%
973,104
+1,676
10
$19.8M 3.58%
1,013,161
+18,743
11
$16.7M 3.01%
187,885
-175
12
$15.6M 2.82%
8,168
+23
13
$15.3M 2.76%
102,624
-3
14
$14M 2.53%
709,548
+24,551
15
$12.7M 2.29%
170,151
-138
16
$12.3M 2.21%
268,226
+755
17
$11.1M 2.01%
95,099
-288
18
$10.9M 1.97%
530,873
+27,559
19
$9.95M 1.8%
105,480
-459
20
$9.67M 1.75%
50,168
-177
21
$9.46M 1.71%
275,280
+472
22
$9.06M 1.64%
54,150
+1,266
23
$8.56M 1.55%
80,233
+177
24
$8.53M 1.54%
161,315
+303
25
$8.45M 1.52%
70,464
-524
1
2 3