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
76
– –
-100
1 2 3
4