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
$323M
AUM Growth
+$55.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$9.86M
2
+$5.32M
3
+$2.73M
4
FIS icon
Fidelity National Information Services
FIS
+$2.5M
5
CVX icon
Chevron
CVX
+$2.11M

Top Sells

1
+$5.45M
2
+$664K
3
+$534K
4
PG icon
Procter & Gamble
PG
+$525K
5
VZ icon
Verizon
VZ
+$340K

Sector Composition

1 Technology 32.67%
2 Healthcare 14.11%
3 Consumer Staples 13.57%
4 Industrials 9.9%
5 Consumer Discretionary 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.05M 1.26%
43,405
+2,226
27
$3.88M 1.2%
17,646
+634
28
$3.73M 1.16%
9,000
-74
29
$3.63M 1.13%
16,202
+43
30
$3.26M 1.01%
27,110
31
$3.25M 1.01%
20,982
+447
32
$3.08M 0.95%
35,382
33
$2.73M 0.85%
+32,000
34
$2.72M 0.84%
37,406
-2,170
35
$2.67M 0.83%
7,209
-1,793
36
$2.5M 0.78%
13,697
+4,717
37
$2.5M 0.77%
+22,900
38
$2.43M 0.75%
8,343
39
$2.27M 0.7%
72,756
+65,486
40
$2.19M 0.68%
10,237
+2,065
41
$2.16M 0.67%
6,004
+160
42
$2.14M 0.66%
18,200
+18,000
43
$2.05M 0.64%
12,001
+4,000
44
$1.94M 0.6%
32,800
+32,000
45
$1.76M 0.54%
12,120
46
$1.69M 0.52%
25,380
47
$1.68M 0.52%
32,600
+16,000
48
$1.66M 0.52%
56,570
-650
49
$1.61M 0.5%
9,855
50
$1.57M 0.49%
26,850
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