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
$267M
AUM Growth
-$1.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$710K
3
+$460K
4
AI icon
C3.ai
AI
+$337K
5
ILMN icon
Illumina
ILMN
+$71.5K

Top Sells

1
+$3.9M
2
+$2.56M
3
+$664K
4
VZ icon
Verizon
VZ
+$284K
5
MNST icon
Monster Beverage
MNST
+$283K

Sector Composition

1 Technology 29.51%
2 Healthcare 16.12%
3 Consumer Staples 12.85%
4 Industrials 10.62%
5 Consumer Discretionary 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.47M 1.3%
20,535
+20
27
$3.35M 1.25%
9,002
+192
28
$3.23M 1.21%
41,179
-40
29
$3.09M 1.15%
17,012
+134
30
$3.03M 1.13%
27,110
31
$2.98M 1.11%
9,074
32
$2.76M 1.03%
39,576
-1,075
33
$2.71M 1.02%
35,382
34
$2.4M 0.9%
40,509
+16,872
35
$2.25M 0.84%
8,343
36
$2.03M 0.76%
5,844
+6
37
$1.65M 0.62%
9,855
38
$1.62M 0.61%
12,120
-200
39
$1.55M 0.58%
10,920
-1,406
40
$1.5M 0.56%
10,007
-1,703
41
$1.49M 0.56%
8,172
+2,524
42
$1.48M 0.56%
23,115
-424
43
$1.47M 0.55%
7,045
+5
44
$1.4M 0.52%
26,850
45
$1.29M 0.48%
8,001
46
$1.23M 0.46%
25,380
47
$1.21M 0.45%
10,280
48
$1.21M 0.45%
13,850
49
$1.19M 0.44%
57,220
-700
50
$1.16M 0.43%
8,980
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