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
$167M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.71M
3
+$1.29M
4
AMZN icon
Amazon
AMZN
+$641K
5
SWKS icon
Skyworks Solutions
SWKS
+$536K

Top Sells

1
+$3.15M
2
+$247K
3
+$228K
4
KDP icon
Keurig Dr Pepper
KDP
+$139K
5
ILMN icon
Illumina
ILMN
+$62.9K

Sector Composition

1 Technology 19.14%
2 Consumer Staples 17.45%
3 Industrials 14.26%
4 Healthcare 12.8%
5 Communication Services 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.91M 1.14%
10,070
+2,675
27
$1.9M 1.14%
8,696
+150
28
$1.87M 1.12%
3,263
+580
29
$1.8M 1.07%
8,208
+693
30
$1.74M 1.04%
39,310
+8,950
31
$1.63M 0.97%
27,995
+3,154
32
$1.61M 0.96%
29,480
+500
33
$1.57M 0.94%
25,920
+4,800
34
$1.51M 0.91%
5,430
+4,630
35
$1.5M 0.89%
28,562
+5,406
36
$1.46M 0.87%
27,626
+3,476
37
$1.24M 0.74%
9,950
38
$1.23M 0.74%
14,221
+1,781
39
$1.01M 0.61%
3,390
+55
40
$996K 0.6%
7,142
+1,457
41
$994K 0.59%
16,600
42
$969K 0.58%
7,089
+1,040
43
$955K 0.57%
14,260
+4,440
44
$922K 0.55%
6,319
+539
45
$903K 0.54%
4,806
+491
46
$879K 0.53%
4,911
47
$817K 0.49%
9,295
+4,346
48
$723K 0.43%
5,314
+1,252
49
$678K 0.41%
21,470
+3,200
50
$661K 0.4%
7,465
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