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
$326M
AUM Growth
-$3.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.7M
2
+$211K
3
+$56.6K
4
NVDA icon
NVIDIA
NVDA
+$43.2K
5
AMZN icon
Amazon
AMZN
+$38.6K

Top Sells

1
+$442K
2
+$313K
3
+$292K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$277K
5
VZ icon
Verizon
VZ
+$242K

Sector Composition

1 Technology 22.74%
2 Industrials 19.91%
3 Healthcare 15.84%
4 Consumer Staples 12.55%
5 Communication Services 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$458K 0.14%
1,745
+25
52
$445K 0.14%
2,770
53
$442K 0.14%
6,940
54
$418K 0.13%
6,168
+150
55
$403K 0.12%
1,887
+150
56
$395K 0.12%
1,747
57
$358K 0.11%
3,023
-142
58
$328K 0.1%
645
59
$323K 0.1%
2,933
60
$316K 0.1%
1,750
61
$314K 0.1%
2,273
+70
62
$306K 0.09%
2,166
63
$287K 0.09%
3,100
64
$283K 0.09%
2,765
-853
65
$263K 0.08%
906
66
$263K 0.08%
525
67
$255K 0.08%
2,520
-150
68
$247K 0.08%
3,450
-60
69
$235K 0.07%
630
-50
70
$232K 0.07%
426
71
$225K 0.07%
717
72
$223K 0.07%
2,229
+50
73
$218K 0.07%
2,893
74
$212K 0.07%
624
75
$211K 0.06%
+1,084
1 2
3
4