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
51
$405K 0.14%
1,704
52
$378K 0.13%
1,823
+89
53
$371K 0.12%
1,814
54
$363K 0.12%
3,286
55
$360K 0.12%
3,221
56
$347K 0.12%
5,428
-1,208
57
$344K 0.12%
1,313
-36
58
$336K 0.11%
830
-368
59
$326K 0.11%
800
60
$325K 0.11%
3,325
-1,482
61
$318K 0.11%
2,305
-701
62
$315K 0.11%
655
+70
63
$314K 0.11%
5,988
64
$305K 0.1%
1,699
-17
65
$266K 0.09%
1,800
-75
66
$258K 0.09%
+6,090
67
$252K 0.08%
6,915
68
$251K 0.08%
4,018
69
$249K 0.08%
2,933
70
$245K 0.08%
+2,820
71
$232K 0.08%
5,130
-656
72
$223K 0.07%
2,482
-17
73
$218K 0.07%
+3,100
74
$209K 0.07%
+686
75
$200K 0.07%
931
-12
1 2
3
4