KC

Knuff & Co Portfolio holdings

AUM $317M
1-Year Est. Return 22.9%
This Quarter Est. Return
1 Year Est. Return
+22.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$269M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$480K
3
+$247K
4
COHR icon
Coherent
COHR
+$236K
5
IBM icon
IBM
IBM
+$211K

Top Sells

1
+$1.36M
2
+$471K
3
+$236K
4
PEP icon
PepsiCo
PEP
+$222K
5
XIFR
XPLR Infrastructure LP
XIFR
+$166K

Sector Composition

1 Technology 28.22%
2 Healthcare 15.44%
3 Consumer Staples 12.55%
4 Consumer Discretionary 10.82%
5 Industrials 10.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.91M 1.45%
14,081
+740
27
$3.9M 1.45%
17,182
-122
28
$3.61M 1.34%
20,515
+100
29
$3.4M 1.26%
16,878
+105
30
$3.26M 1.21%
27,110
31
$3.02M 1.12%
41,219
+660
32
$2.89M 1.08%
9,074
33
$2.8M 1.04%
40,651
-450
34
$2.65M 0.98%
35,382
35
$2.56M 0.95%
15,406
-459
36
$2.13M 0.79%
5,838
+227
37
$1.99M 0.74%
8,343
-14
38
$1.77M 0.66%
12,326
-3,273
39
$1.74M 0.64%
11,710
-1,500
40
$1.72M 0.64%
23,637
+3,247
41
$1.63M 0.6%
9,855
42
$1.58M 0.59%
23,539
+421
43
$1.5M 0.56%
12,320
-400
44
$1.46M 0.54%
26,075
-2,025
45
$1.45M 0.54%
7,040
+716
46
$1.44M 0.54%
26,850
47
$1.32M 0.49%
8,001
48
$1.28M 0.48%
8,980
+135
49
$1.21M 0.45%
25,380
50
$1.19M 0.44%
10,280
+200
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