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
$234M
AUM Growth
-$8.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$811K
3
+$790K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$708K
5
MRNA icon
Moderna
MRNA
+$673K

Top Sells

1
+$2.24M
2
+$956K
3
+$625K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$507K
5
BMY icon
Bristol-Myers Squibb
BMY
+$430K

Sector Composition

1 Technology 24.75%
2 Healthcare 15.19%
3 Consumer Staples 14.26%
4 Industrials 11.46%
5 Consumer Discretionary 11.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.41M 1.46%
13,341
+2,771
27
$3.3M 1.41%
8,842
+7,823
28
$3.21M 1.37%
27,110
29
$3.07M 1.31%
40,559
+21
30
$2.88M 1.23%
15,865
-1,068
31
$2.77M 1.19%
9,074
+9
32
$2.75M 1.17%
35,382
33
$2.66M 1.14%
41,101
-3,070
34
$2.11M 0.9%
15,599
-7,064
35
$2M 0.85%
5,611
+481
36
$1.87M 0.8%
13,210
-1,375
37
$1.8M 0.77%
26,694
+1,797
38
$1.67M 0.71%
8,357
-982
39
$1.63M 0.7%
28,100
-355
40
$1.51M 0.65%
23,118
41
$1.39M 0.6%
9,855
42
$1.39M 0.6%
20,390
+1,113
43
$1.37M 0.59%
26,850
44
$1.31M 0.56%
8,001
-50
45
$1.31M 0.56%
50,360
+419
46
$1.31M 0.56%
12,720
-2,480
47
$1.27M 0.55%
6,324
+103
48
$1.21M 0.52%
10,080
+150
49
$1.18M 0.5%
25,380
+30
50
$1.17M 0.5%
8,845
+692
1
2
3 4 5