MKC
M. Kraus & Co Portfolio holdings
AUM
$341M
This Quarter Return
+5.39%
1 Year Return
+12.36%
3 Year Return
+41.31%
5 Year Return
+78.45%
10 Year Return
+213.38%
AUM
$298M
AUM Growth
+$298M
(+5%)
Cap. Flow
-$397K
Cap. Flow
% of AUM
-0.13%
Top 10 Holdings %
Top 10 Hldgs %
45.93%
Holding
79
New
4
Increased
16
Reduced
45
Closed
1
Top Buys
| 1 |
Microchip Technology
MCHP
|
$307K |
| 2 |
L3Harris
LHX
|
$302K |
| 3 |
Norfolk Southern
NSC
|
$263K |
| 4 |
NVIDIA
NVDA
|
$258K |
| 5 |
Broadcom
AVGO
|
$245K |
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$466K |
| 2 |
Microsoft
MSFT
|
$261K |
| 3 |
Otis Worldwide
OTIS
|
$181K |
| 4 |
Verizon
VZ
|
$153K |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
Berkshire Hathaway Class A
BRK.A
$1.08T
| – | – |
-100
| Closed | -$466K |
|