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Denise Dalton

@M. Kraus & Co

Latest period2024 - Q4ReportedManaged Assets$333.265MTotal holdings81
Assets growth rate-2.34%Assets growth rate (2-Q avg)1.14%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in M. Kraus & Co's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 81 positions.

Assets under management

The assets under management (AUM) of M. Kraus & Co over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 333.265M in assets, with a quarterly growth rate of -2.34% and a 2-quarter average growth rate of 1.14%. The portfolio is managed by Denise Dalton, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ADBEAdobe Systems Inc.
Recent Activity
New Position
0.99%
$3.285M
7,388 shares@ $444.69 avg price
VTIVanguard Total Stock Mkt Etf
Recent Activity
New Position
0.16%
$505,336
1,744 shares@ $289.76 avg price
NFLXNetflix Inc.
Recent Activity
New Position
0.07%
$232,635
261 shares@ $891.33 avg price
VUGVanguard Growth Index Fund Etf
Recent Activity
New Position
0.07%
$218,354
532 shares@ $410.44 avg price