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
$240M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1 +$3.23M
2 +$403K
3 +$311K
4
JNJ icon
Johnson & Johnson
JNJ
+$308K
5
PAYX icon
Paychex
PAYX
+$300K

Top Sells

1 +$204K
2 +$151K
3 +$87K
4
TMO icon
Thermo Fisher Scientific
TMO
+$83.4K
5
NEE icon
NextEra Energy
NEE
+$57.8K

Sector Composition

1 Industrials 22.46%
2 Healthcare 16.55%
3 Technology 14.11%
4 Consumer Staples 13.54%
5 Communication Services 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$243K 0.1%
1,112
52
$234K 0.1%
1,855
53
$230K 0.1%
+6,969
54
$224K 0.09%
4,668
55
$208K 0.09%
+2,771
56
$206K 0.09%
+841
57
$204K 0.09%
+867
58
-609