MKC
M. Kraus & Co Portfolio holdings
AUM
$358M
1-Year Est. Return
13.15%
1 Year Est. Return
+13.15%
AUM
$341M
AUM Growth
+$11.8M
(+3.6%)
Holding
85
Top Buys
| 1 | +$592K | |
| 2 | +$250K | |
| 3 | +$233K | |
| 4 |
Meta Platforms (Facebook)
META
|
+$230K |
| 5 |
Wells Fargo
WFC
|
+$203K |
Top Sells
| 1 | +$397K | |
| 2 | +$396K | |
| 3 | +$327K | |
| 4 |
UnitedHealth
UNH
|
+$301K |
| 5 |
Illinois Tool Works
ITW
|
+$264K |
Sector Composition
| 1 | Technology | 25.64% |
| 2 | Industrials | 21.51% |
| 3 | Healthcare | 12.92% |
| 4 | Consumer Staples | 10.9% |
| 5 | Communication Services | 7.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
Meta Platforms (Facebook)
META
$1.84T
| $230K | 0.07% |
+312
|
|
||
77
Altria Group
MO
$108B
| $211K | 0.06% |
3,600
|
|
||
|
78
Wells Fargo
WFC
$271B
| $203K | 0.06% |
+2,539
|
|
||
79
Deere & Co
DE
$125B
| $202K | 0.06% |
+398
|
|
||
80
Enterprise Products Partners
EPD
$66.4B
| – | – |
-5,933
|
|
||
|
81
UnitedHealth
UNH
$330B
| – | – |
-575
|
|