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
$182M
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.91M
3
+$1.87M
4
PEP icon
PepsiCo
PEP
+$1.84M
5
EA icon
Electronic Arts
EA
+$1.76M

Top Sells

1
+$6.24M
2
+$2.03M
3
+$1.48M
4
CMI icon
Cummins
CMI
+$713K
5
QCOM icon
Qualcomm
QCOM
+$543K

Sector Composition

1 Technology 23.44%
2 Healthcare 17.05%
3 Consumer Staples 16.29%
4 Industrials 10.36%
5 Consumer Discretionary 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.5M 1.37%
25,462
-580
27
$2.48M 1.36%
42,222
+3,887
28
$2.34M 1.28%
12,476
+10,186
29
$2.29M 1.25%
10,598
+4,927
30
$2.16M 1.18%
8,621
-75
31
$2.09M 1.15%
18,775
-13,229
32
$2.06M 1.13%
34,352
+5,212
33
$2.03M 1.11%
73,865
+47,015
34
$2.01M 1.1%
14,663
+13,624
35
$1.57M 0.86%
8,815
-425
36
$1.55M 0.85%
29,382
+820
37
$1.54M 0.85%
27,191
-804
38
$1.4M 0.77%
25,395
+10,245
39
$1.29M 0.71%
8,245
+1,495
40
$1.29M 0.71%
4,355
-295
41
$1.26M 0.69%
17,025
+1,336
42
$1.06M 0.58%
7,511
+1,094
43
$993K 0.54%
16,600
44
$992K 0.54%
7,375
+5,375
45
$976K 0.53%
13,760
+1,200
46
$940K 0.51%
9,870
+50
47
$932K 0.51%
25,876
-750
48
$931K 0.51%
9,480
+1,525
49
$908K 0.5%
9,930
+2,430
50
$787K 0.43%
23,118
-1,444
1
2
3 4 5