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
$329M
AUM Growth
-$4.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1 +$372K
2 +$216K
3 +$204K
4
EPD icon
Enterprise Products Partners
EPD
+$203K
5
CHD icon
Church & Dwight Co
CHD
+$142K

Top Sells

1 +$1.52M
2 +$323K
3 +$259K
4
ECL icon
Ecolab
ECL
+$257K
5
VZ icon
Verizon
VZ
+$245K

Sector Composition

1 Technology 22.87%
2 Industrials 19.81%
3 Healthcare 15.36%
4 Consumer Staples 12.42%
5 Communication Services 6.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$203K 0.06%
+5,933
77
-532
78
-2,773
79
-6,371