KC

Knuff & Co Portfolio holdings

AUM $345M
1-Year Est. Return 22.99%
This Quarter Est. Return
1 Year Est. Return
+22.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
+$4.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$960K
2
+$443K
3
+$419K
4
JPM icon
JPMorgan Chase
JPM
+$404K
5
OKTA icon
Okta
OKTA
+$293K

Top Sells

1
+$632K
2
+$601K
3
+$259K
4
NVDA icon
NVIDIA
NVDA
+$188K
5
MNST icon
Monster Beverage
MNST
+$162K

Sector Composition

1 Consumer Staples 19.45%
2 Industrials 16.59%
3 Technology 15.58%
4 Healthcare 12.41%
5 Communication Services 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.53M 1.05%
7,395
+2,135
27
$1.48M 1.02%
2,683
+1,741
28
$1.28M 0.88%
16,205
-605
29
$1.27M 0.88%
7,515
+1,015
30
$1.26M 0.87%
24,150
-750
31
$1.23M 0.85%
21,120
+2,140
32
$1.18M 0.81%
9,950
33
$1.16M 0.79%
24,841
-1,600
34
$1.08M 0.74%
28,980
+1,792
35
$1.08M 0.74%
23,156
-126
36
$999K 0.69%
12,440
+493
37
$906K 0.62%
3,335
+635
38
$855K 0.59%
16,600
39
$829K 0.57%
6,049
+64
40
$799K 0.55%
4,911
-24
41
$760K 0.52%
43,245
+11,320
42
$748K 0.51%
5,780
-620
43
$742K 0.51%
4,315
+265
44
$669K 0.46%
5,685
+3,435
45
$608K 0.42%
15,600
46
$600K 0.41%
9,820
+320
47
$586K 0.4%
7,000
+150
48
$565K 0.39%
7,465
+190
49
$547K 0.38%
3,379
-820
50
$536K 0.37%
63,900
+16,570
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