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
$243M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.59M
3
+$1.58M
4
DXCM icon
DexCom
DXCM
+$1.49M
5
COHR icon
Coherent
COHR
+$1.46M

Top Sells

1
+$878K
2
+$611K
3
+$390K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$306K
5
PFE icon
Pfizer
PFE
+$293K

Sector Composition

1 Technology 27.95%
2 Healthcare 15.21%
3 Consumer Staples 14.39%
4 Consumer Discretionary 10.54%
5 Industrials 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.39M 1.4%
16,933
+121
27
$3.25M 1.34%
22,663
+1,828
28
$3.22M 1.33%
13,820
+3,028
29
$3.13M 1.29%
40,538
+2,510
30
$2.96M 1.22%
27,110
-75
31
$2.57M 1.06%
44,171
-880
32
$2.51M 1.03%
15,148
+142
33
$2.45M 1.01%
10,570
-175
34
$2.44M 1.01%
35,382
35
$2.41M 0.99%
9,065
+165
36
$2.17M 0.9%
24,897
+4,428
37
$2.16M 0.89%
14,585
-473
38
$1.84M 0.76%
9,339
+124
39
$1.83M 0.75%
5,130
+675
40
$1.67M 0.69%
28,455
+800
41
$1.49M 0.61%
23,970
-14,155
42
$1.46M 0.6%
+19,277
43
$1.33M 0.55%
15,200
-1,560
44
$1.27M 0.52%
8,051
-61
45
$1.25M 0.51%
15,977
-3,343
46
$1.24M 0.51%
23,118
47
$1.24M 0.51%
8,153
+25
48
$1.19M 0.49%
26,850
49
$1.19M 0.49%
9,855
+35
50
$1.11M 0.46%
25,350
+1,230
1
2
3 4 5