MKC

M. Kraus & Co Portfolio holdings

AUM $358M
1-Year Est. Return 13.15%
This Quarter Est. Return
1 Year Est. Return
+13.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
+$1.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$217K
3
+$210K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$171K
5
MET icon
MetLife
MET
+$167K

Top Sells

1
+$103K
2
+$94.8K
3
+$73.8K
4
PFE icon
Pfizer
PFE
+$54.6K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$53.6K

Sector Composition

1 Industrials 22.5%
2 Healthcare 16.57%
3 Consumer Staples 13.14%
4 Energy 11.04%
5 Technology 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.95M 2.12%
+37,781
27
$2.85M 2.04%
18,543
-670
28
$2.71M 1.95%
43,568
+90
29
$2.4M 1.73%
22,890
-341
30
$2.25M 1.62%
53,570
-75
31
$2.18M 1.56%
25,596
-25
32
$1.85M 1.33%
30,716
-50
33
$936K 0.67%
8,232
-834
34
$887K 0.64%
26,860
-1,653
35
$652K 0.47%
300
36
$550K 0.4%
10,019
-105
37
$549K 0.39%
5,122
-500
38
$441K 0.32%
3,199
39
$420K 0.3%
2,629
-29
40
$351K 0.25%
8,667
-100
41
$279K 0.2%
2,868
42
$264K 0.19%
8,484
43
$220K 0.16%
3,638
-100
44
$219K 0.16%
2,847
45
$217K 0.16%
+3,370
46
$210K 0.15%
+5,468
47
$205K 0.15%
6,271
1
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