KC

Knuff & Co Portfolio holdings

AUM $317M
1-Year Est. Return 22.9%
This Quarter Est. Return
1 Year Est. Return
+22.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$317M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$4.66M
2
+$4.14M
3
+$3.04M
4
VRSN icon
VeriSign
VRSN
+$759K
5
WM icon
Waste Management
WM
+$486K

Top Sells

1
+$6.77M
2
+$1.44M
3
+$1.31M
4
MELI icon
Mercado Libre
MELI
+$1.18M
5
NVDA icon
NVIDIA
NVDA
+$1.13M

Sector Composition

1 Technology 31.9%
2 Consumer Staples 14.48%
3 Communication Services 13.7%
4 Consumer Discretionary 9.31%
5 Healthcare 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AXP icon
26
American Express
AXP
$234B
$3.14M 0.99%
9,844
TMO icon
27
Thermo Fisher Scientific
TMO
$203B
$2.7M 0.85%
6,669
-3,559
AFL icon
28
Aflac
AFL
$57.4B
$2.67M 0.84%
25,325
-100
GE icon
29
GE Aerospace
GE
$320B
$2.57M 0.81%
9,999
-250
MCHP icon
30
Microchip Technology
MCHP
$35.2B
$2.56M 0.81%
36,372
-1,060
NEE icon
31
NextEra Energy
NEE
$175B
$2.46M 0.78%
35,483
-3,506
GOOGL icon
32
Alphabet (Google) Class A
GOOGL
$3.03T
$2.2M 0.69%
12,471
+35
CL icon
33
Colgate-Palmolive
CL
$63.6B
$2.16M 0.68%
23,805
CVX icon
34
Chevron
CVX
$308B
$2.09M 0.66%
14,588
-4,420
V icon
35
Visa
V
$658B
$1.85M 0.58%
5,200
-460
ORCL icon
36
Oracle
ORCL
$840B
$1.8M 0.57%
8,252
DIS icon
37
Walt Disney
DIS
$199B
$1.62M 0.51%
13,057
-1,031
PFE icon
38
Pfizer
PFE
$138B
$1.55M 0.49%
63,930
+71
ABBV icon
39
AbbVie
ABBV
$404B
$1.41M 0.44%
7,580
-314
GILD icon
40
Gilead Sciences
GILD
$149B
$1.37M 0.43%
12,362
KO icon
41
Coca-Cola
KO
$292B
$1.37M 0.43%
19,300
WFC icon
42
Wells Fargo
WFC
$265B
$1.34M 0.42%
16,692
ALB icon
43
Albemarle
ALB
$11.1B
$1.32M 0.41%
21,000
-6,581
ABT icon
44
Abbott
ABT
$222B
$1.29M 0.41%
9,502
+240
QCOM icon
45
Qualcomm
QCOM
$176B
$1.27M 0.4%
7,944
-94
IWR icon
46
iShares Russell Mid-Cap ETF
IWR
$44.2B
$1.24M 0.39%
13,437
-3,196
JNJ icon
47
Johnson & Johnson
JNJ
$463B
$1.22M 0.38%
7,957
DHR icon
48
Danaher
DHR
$151B
$1.21M 0.38%
6,135
-135
GEV icon
49
GE Vernova
GEV
$164B
$1.18M 0.37%
2,233
FIS icon
50
Fidelity National Information Services
FIS
$34.6B
$1.13M 0.36%
13,900
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