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

Top Buys

1 +$2.7M
2 +$211K
3 +$56.6K
4
NVDA icon
NVIDIA
NVDA
+$43.2K
5
AMZN icon
Amazon
AMZN
+$38.6K

Top Sells

1 +$442K
2 +$313K
3 +$292K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$277K
5
VZ icon
Verizon
VZ
+$242K

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
-1,015
78
-4,279
79
-6,628