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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
TJXTjx Companies
Recent Activity
Decreased -2.28%
0.11%
$346,241
2,866 shares@ $120.81 avg price
UNHUnitedhealth Group, Inc.
Recent Activity
Decreased -2.69%
0.09%
$291,881
577 shares@ $505.86 avg price
PMPhilip Morris Int'l
Recent Activity
Decreased -4.96%
0.09%
$288,238
2,395 shares@ $120.35 avg price
KMBKimberly-clark
Recent Activity
Decreased -8.35%
0.09%
$272,946
2,083 shares@ $131.04 avg price
2581⤦American Express Co.
Recent Activity
Decreased -3.07%
0.08%
$252,568
851 shares@ $296.79 avg price
VOOVanguard S&p 500 Etf
Recent Activity
Decreased -3.22%
0.08%
$242,464
450 shares@ $538.81 avg price
DCIDonaldson Company
Recent Activity
Decreased -0.2%
0.07%
$231,886
3,443 shares@ $67.35 avg price
SYKStryker Corp.
Recent Activity
Decreased -0.96%
0.07%
$222,511
618 shares@ $360.06 avg price