We are live on
!
Find out more
KC
Knuff & Co Portfolio holdings
AUM
$332M
1-Year Est. Return
21.75%
This Fund
S&P 500
This Quarter
Est. Return
-14.11%
1 Year Est. Return
+21.75%
3 Year Est. Return
+73.7%
5 Year Est. Return
+109.83%
10 Year Est. Return
–
AUM
$138M
AUM Growth
-$29.5M
(-18%)
Cap. Flow
+$41.9K
Cap. Flow
% of AUM
0.03%
Top 10 Holdings %
Top 10 Hldgs %
46.28%
Holding
201
New
28
Increased
45
Reduced
38
Closed
43
Top Buys
| 1 |
Thermo Fisher Scientific
TMO
|
+$2.77M |
| 2 |
Align Technology
ALGN
|
+$1.49M |
| 3 |
Alibaba
BABA
|
+$1.17M |
| 4 |
Electronic Arts
EA
|
+$823K |
| 5 |
Verizon
VZ
|
+$800K |
Top Sells
| 1 |
MetLife
MET
|
+$1.99M |
| 2 |
Illumina
ILMN
|
+$1.93M |
| 3 |
Etsy
ETSY
|
+$1.74M |
| 4 |
Constellation Brands
STZ
|
+$1.51M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$1.1M |
Sector Composition
| 1 | Technology | 20.2% |
| 2 | Consumer Staples | 17.81% |
| 3 | Healthcare | 16.68% |
| 4 | Industrials | 11.67% |
| 5 | Communication Services | 9.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
PayPal
PYPL
$50B
| $1.73M | 1.26% |
18,099
+224
| +1% | +$24.7K |
|
|
27
Berkshire Hathaway Class B
BRK.B
$1.06T
| $1.69M | 1.23% |
9,240
-5,195
| -36% | -$1.1M |
|
28
Home Depot
HD
$347B
| $1.62M | 1.18% |
8,696
| – | – |
|
29
Mercado Libre
MELI
$94.2B
| $1.5M | 1.09% |
3,059
-204
| -6% | -$126K |
|
30
TSMC
TSM
$2.13T
| $1.34M | 0.97% |
27,995
| – | – |
|
31
Merck
MRK
$315B
| $1.15M | 0.84% |
15,689
+1,468
| +10% | +$115K |
|
32
Mastercard
MA
$487B
| $1.12M | 0.82% |
4,650
+1,260
| +37% | +$375K |
|
|
33
Alibaba
BABA
$282B
| $1.1M | 0.8% |
5,671
+5,621
| +11,242% | +$1.17M |
|
34
GE Aerospace
GE
$361B
| $972K | 0.71% |
24,562
+14,024
| +133% | +$748K |
|
35
Microchip Technology
MCHP
$44.4B
| $968K | 0.7% |
28,562
| – | – |
|
36
Teladoc Health
TDOC
$1.71B
| $913K | 0.66% |
+5,893
| New | +$686K |
|
37
Aflac
AFL
$62.6B
| $912K | 0.66% |
26,626
-1,000
| -4% | -$45.7K |
|
38
Qualcomm
QCOM
$180B
| $912K | 0.66% |
13,483
-8,927
| -40% | -$732K |
|
39
Intel
INTC
$487B
| $898K | 0.65% |
16,600
| – | – |
|
40
PepsiCo
PEP
$190B
| $854K | 0.62% |
7,107
+18
| +0.3% | +$2.43K |
|
41
American Express
AXP
$247B
| $841K | 0.61% |
9,820
-130
| -1% | -$15.1K |
|
42
Johnson & Johnson
JNJ
$602B
| $841K | 0.61% |
6,417
+98
| +2% | +$13.9K |
|
43
Danaher
DHR
$145B
| $828K | 0.6% |
6,750
+1,436
| +27% | +$194K |
|
|
44
Verizon
VZ
$183B
| $814K | 0.59% |
15,150
+13,987
| +1,203% | +$800K |
|
|
45
Electronic Arts
EA
$52.1B
| $783K | 0.57% |
+7,821
| New | +$823K |
|
46
Visa
V
$694B
| $733K | 0.53% |
4,551
-255
| -5% | -$48K |
|
47
Alphabet (Google) Class A
GOOGL
$4.33T
| $730K | 0.53% |
12,560
-1,700
| -12% | -$115K |
|
48
Cummins
CMI
$89.4B
| $665K | 0.48% |
4,911
| – | – |
|
49
JPMorgan Chase
JPM
$912B
| $653K | 0.47% |
7,257
+115
| +2% | +$14K |
|
50
Starbucks
SBUX
$124B
| $611K | 0.44% |
9,295
| – | – |
|
Similar funds
3F
JCA
EAM
MM
CPI
PCA
GSCM
RWM