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
$298M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$307K
2
+$302K
3
+$263K
4
NVDA icon
NVIDIA
NVDA
+$258K
5
AVGO icon
Broadcom
AVGO
+$245K

Top Sells

1
+$466K
2
+$261K
3
+$181K
4
VZ icon
Verizon
VZ
+$153K
5
DE icon
Deere & Co
DE
+$149K

Sector Composition

1 Industrials 22.31%
2 Technology 19.29%
3 Healthcare 17.62%
4 Consumer Staples 14.28%
5 Communication Services 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.41M 1.14%
91,578
-4,104
27
$2.76M 0.93%
30,983
-2,037
28
$2.61M 0.88%
29,206
-706
29
$2.44M 0.82%
23,564
-65
30
$1.9M 0.64%
12,080
-275
31
$1.89M 0.63%
20,157
-1,268
32
$1.61M 0.54%
13,984
-310
33
$1.2M 0.4%
8,249
+15
34
$1.17M 0.39%
8,999
-20
35
$1.09M 0.37%
10,188
-1,040
36
$855K 0.29%
6,387
-290
37
$816K 0.27%
3,676
-151
38
$814K 0.27%
1,700
-141
39
$765K 0.26%
20,866
40
$737K 0.25%
6,161
41
$710K 0.24%
2,287
-55
42
$692K 0.23%
3,880
-125
43
$667K 0.22%
3,564
-511
44
$636K 0.21%
1,618
45
$634K 0.21%
2,125
-25
46
$520K 0.17%
9,000
-725
47
$510K 0.17%
1,088
-5
48
$467K 0.16%
5,585
-505
49
$441K 0.15%
820
-10
50
$421K 0.14%
6,990
-227
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2
3 4