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
$212M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1 +$1.73M
2 +$965K
3 +$858K
4
AMT icon
American Tower
AMT
+$846K
5
AAPL icon
Apple
AAPL
+$800K

Top Sells

1 +$828K
2 +$247K
3 +$144K
4
KMI icon
Kinder Morgan
KMI
+$90K
5
MBB icon
iShares MBS ETF
MBB
+$65.7K

Sector Composition

1 Technology 26.2%
2 Healthcare 16.35%
3 Consumer Staples 16.01%
4 Consumer Discretionary 10.31%
5 Industrials 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.73M 1.28%
10,029
+1,084
27
$2.72M 1.28%
20,835
-290
28
$2.64M 1.24%
38,028
+3,676
29
$2.53M 1.19%
20,415
+1,640
30
$2.48M 1.17%
15,006
+343
31
$2.47M 1.16%
8,900
+279
32
$2.3M 1.08%
38,125
-4,097
33
$2.29M 1.08%
10,745
+1,930
34
$2.2M 1.04%
27,185
-6
35
$2.09M 0.98%
15,058
-5,975
36
$2.05M 0.96%
86,895
+13,030
37
$1.92M 0.9%
20,469
+18,469
38
$1.82M 0.86%
35,382
+6,000
39
$1.76M 0.83%
9,215
+970
40
$1.65M 0.77%
27,655
+2,260
41
$1.53M 0.72%
19,320
+2,295
42
$1.51M 0.71%
4,455
+100
43
$1.23M 0.58%
16,760
+3,000
44
$1.21M 0.57%
8,112
+601
45
$1.08M 0.51%
9,930
46
$1.04M 0.49%
17,120
+4,335
47
$984K 0.46%
9,820
-50
48
$976K 0.46%
26,850
+974
49
$957K 0.45%
8,128
+600
50
$946K 0.45%
7,025
-350