Portfolio (Quarterly)
Guide ↗
M. Kraus & Co
· CIK 0001593688| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | ACN | Accenture PLC | Technology | 12,574 | $3.4M | 0.94% | SOLD |
| 2 | ADBE | Adobe Systems Inc. | Technology | 6,061 | $2.1M | 0.59% | SOLD |
| 3 | FISV | Fiserv, Inc. | Technology | 27,326 | $1.8M | 0.51% | SOLD |
| 4 | — | Exact Sciences Corp | — | 2,160 | $219K | 0.06% | SOLD |
| 5 | — | Bank of America Corp. | — | 3,752 | $206K | 0.06% | SOLD |
Sector Allocation
Industrials
25.2%
Technology
20.0%
Healthcare
15.3%
Communication Services
11.4%
Consumer Defensive
11.0%
Basic Materials
5.5%
Energy
4.2%
Utilities
4.0%
Financial Services
2.1%
Consumer Cyclical
1.2%