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
$358M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1 +$3.45M
2 +$439K
3 +$127K
4
JPM icon
JPMorgan Chase
JPM
+$75.4K
5
AMZN icon
Amazon
AMZN
+$43.9K

Top Sells

1 +$974K
2 +$647K
3 +$579K
4
LHX icon
L3Harris
LHX
+$498K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$434K

Sector Composition

1 Technology 24.02%
2 Industrials 22.41%
3 Healthcare 13.64%
4 Consumer Staples 9.83%
5 Communication Services 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
META icon
76
Meta Platforms (Facebook)
META
$1.84T
$239K 0.07%
325
+13
MO icon
77
Altria Group
MO
$108B
$238K 0.07%
3,600
SYK icon
78
Stryker
SYK
$146B
$228K 0.06%
618
WFC icon
79
Wells Fargo
WFC
$271B
$213K 0.06%
2,539
DE icon
80
Deere & Co
DE
$125B
-398