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
$326M
AUM Growth
-$3.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$200K
3
+$56.8K
4
AMZN icon
Amazon
AMZN
+$36.7K
5
NVDA icon
NVIDIA
NVDA
+$35.4K

Top Sells

1
+$418K
2
+$315K
3
+$301K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$257K
5
VZ icon
Verizon
VZ
+$237K

Sector Composition

1 Technology 22.74%
2 Industrials 19.91%
3 Healthcare 15.84%
4 Consumer Staples 12.55%
5 Communication Services 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$203K 0.06%
1,482
-92
77
– –
-6,628
78
– –
-4,279
79
– –
-1,015
1 2 3
4