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
$141M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$781K
3
+$710K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$684K
5
GTX icon
Garrett Motion
GTX
+$450K

Top Sells

1
+$587K
2
+$286K
3
+$239K
4
ANET icon
Arista Networks
ANET
+$220K
5
APPN icon
Appian
APPN
+$201K

Sector Composition

1 Consumer Staples 18.2%
2 Industrials 17.31%
3 Technology 15.05%
4 Healthcare 13.51%
5 Communication Services 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.36M 0.97%
24,900
27
$1.3M 0.92%
16,810
28
$1.23M 0.87%
9,950
+395
29
$1.19M 0.85%
6,500
+425
30
$1.04M 0.74%
5,260
-200
31
$1.04M 0.74%
26,441
32
$1.02M 0.72%
27,188
+2,040
33
$1.01M 0.72%
23,282
+1,500
34
$972K 0.69%
18,980
+1,860
35
$956K 0.68%
11,947
+629
36
$891K 0.63%
6,400
-1,000
37
$846K 0.6%
4,935
38
$795K 0.57%
16,600
-200
39
$785K 0.56%
5,985
40
$733K 0.52%
31,925
-25,550
41
$726K 0.52%
47,330
+29,330
42
$715K 0.51%
2,700
+145
43
$710K 0.51%
4,199
+240
44
$703K 0.5%
4,050
+350
45
$632K 0.45%
3,855
+375
46
$616K 0.44%
15,600
47
$576K 0.41%
6,850
48
$576K 0.41%
942
+417
49
$538K 0.38%
4,325
+225
50
$537K 0.38%
18,670
+2,450
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