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
$282M
AUM Growth
-$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$3.56M
2 +$324K
3 +$264K
4
ENB icon
Enbridge
ENB
+$260K
5
BDX icon
Becton Dickinson
BDX
+$154K

Top Sells

1 +$678K
2 +$252K
3 +$232K
4
DIS icon
Walt Disney
DIS
+$216K
5
SYK icon
Stryker
SYK
+$209K

Sector Composition

1 Industrials 21.22%
2 Technology 18.87%
3 Healthcare 17.67%
4 Consumer Staples 15.29%
5 Communication Services 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-5,130
77
-686