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

Top Buys

1 +$942K
2 +$345K
3 +$190K
4
BIP icon
Brookfield Infrastructure Partners
BIP
+$181K
5
BDX icon
Becton Dickinson
BDX
+$121K

Top Sells

1 +$188K
2 +$145K
3 +$113K
4
PG icon
Procter & Gamble
PG
+$106K
5
LHX icon
L3Harris
LHX
+$101K

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