MKC

M. Kraus & Co Portfolio holdings

AUM $358M
1-Year Est. Return 19.78%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$358M
AUM Growth
+$17.6K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1 +$692K
2 +$456K
3 +$10.1K
4
ECL icon
Ecolab
ECL
+$5.33K
5
ENB icon
Enbridge
ENB
+$5.01K

Top Sells

1 +$1.58M
2 +$666K
3 +$399K
4
AMGN icon
Amgen
AMGN
+$382K
5
RSG icon
Republic Services
RSG
+$294K

Sector Composition

1 Technology 22.55%
2 Industrials 21.95%
3 Healthcare 14.42%
4 Communication Services 10.98%
5 Consumer Staples 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
META icon
76
Meta Platforms (Facebook)
META
$1.63T
$215K 0.06%
325
MO icon
77
Altria Group
MO
$111B
$208K 0.06%
3,600
KMB icon
78
Kimberly-Clark
KMB
$34.7B
-1,973
SYK icon
79
Stryker
SYK
$140B
-618