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
$298M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$296K
2 +$270K
3 +$247K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$205K
5
NVDA icon
NVIDIA
NVDA
+$202K

Top Sells

1 +$466K
2 +$240K
3 +$172K
4
VZ icon
Verizon
VZ
+$152K
5
TMO icon
Thermo Fisher Scientific
TMO
+$144K

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
76
-100