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
$307M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$995K
2 +$366K
3 +$210K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$202K
5
BDX icon
Becton Dickinson
BDX
+$119K

Top Sells

1 +$200K
2 +$158K
3 +$119K
4
LHX icon
L3Harris
LHX
+$113K
5
NSC icon
Norfolk Southern
NSC
+$113K

Sector Composition

1 Industrials 22.02%
2 Technology 19.94%
3 Healthcare 16.95%
4 Consumer Staples 14.29%
5 Communication Services 6.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$202K 0.07%
+426