MKC
M. Kraus & Co Portfolio holdings
AUM
$358M
1-Year Est. Return
19.78%
This Fund
S&P 500
1 Year Est. Return
+19.78%
AUM
$358M
AUM Growth
+$17.5M
(+5.1%)
Holding
84
Top Buys
| 1 | +$3.53M | |
| 2 | +$2.38M | |
| 3 | +$127K | |
| 4 |
JPMorgan Chase
JPM
|
+$71.1K |
| 5 |
Amazon
AMZN
|
+$45.3K |
Top Sells
| 1 | +$1.03M | |
| 2 | +$637K | |
| 3 | +$556K | |
| 4 |
L3Harris
LHX
|
+$446K |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$374K |
Sector Composition
| 1 | Technology | 24.02% |
| 2 | Industrials | 22.41% |
| 3 | Healthcare | 13.64% |
| 4 | Consumer Staples | 9.83% |
| 5 | Communication Services | 8.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Meta Platforms (Facebook)
META
$1.64T
| $239K | 0.07% |
325
+13
|
|
||
77
Altria Group
MO
$112B
| $238K | 0.07% |
3,600
|
|
||
78
Stryker
SYK
$140B
| $228K | 0.06% |
618
|
|
||
79
Wells Fargo
WFC
$243B
| $213K | 0.06% |
2,539
|
|
||
80
Deere & Co
DE
$162B
| – | – |
-398
|
|