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
$137M
AUM Growth
-$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.09M
3
+$1.08M
4
TDOC icon
Teladoc Health
TDOC
+$913K
5
EA icon
Electronic Arts
EA
+$783K

Top Sells

1
+$1.99M
2
+$1.83M
3
+$1.74M
4
STZ icon
Constellation Brands
STZ
+$1.23M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$950K

Sector Composition

1 Technology 20.28%
2 Consumer Staples 17.88%
3 Healthcare 16.75%
4 Industrials 11.72%
5 Communication Services 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.73M 1.26%
18,099
+224
27
$1.69M 1.23%
9,240
-5,195
28
$1.62M 1.18%
8,696
29
$1.5M 1.09%
3,059
-204
30
$1.34M 0.97%
27,995
31
$1.15M 0.84%
15,689
+1,468
32
$1.12M 0.82%
4,650
+1,260
33
$1.1M 0.8%
5,671
+5,621
34
$972K 0.71%
24,562
+14,024
35
$968K 0.7%
28,562
36
$913K 0.66%
+5,893
37
$912K 0.66%
26,626
-1,000
38
$912K 0.66%
13,483
-8,927
39
$898K 0.65%
16,600
40
$854K 0.62%
7,107
+18
41
$841K 0.61%
6,417
+98
42
$841K 0.61%
9,820
-130
43
$828K 0.6%
6,750
+1,436
44
$814K 0.59%
15,150
+13,987
45
$783K 0.57%
+7,821
46
$733K 0.53%
4,551
-255
47
$730K 0.53%
12,560
-1,700
48
$665K 0.48%
4,911
49
$653K 0.47%
7,257
+115
50
$611K 0.44%
9,295
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