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
$330M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1 +$3.78M
2 +$1.12M
3 +$618K
4
ORCL icon
Oracle
ORCL
+$272K
5
ETN icon
Eaton
ETN
+$224K

Top Sells

1 +$3.75M
2 +$1.74M
3 +$574K
4
VZ icon
Verizon
VZ
+$477K
5
TSLA icon
Tesla
TSLA
+$235K

Sector Composition

1 Technology 21.19%
2 Industrials 20.73%
3 Healthcare 16.87%
4 Consumer Staples 12.84%
5 Communication Services 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$211K 0.06%
2,179
-266
77
$207K 0.06%
6,628
-50
78
$201K 0.06%
+1,015
79
-174,085
80
-17,738
81
-945