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
$276M
AUM Growth
-$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$1.12M
3
+$1.01M
4
DE icon
Deere & Co
DE
+$613K
5
NUE icon
Nucor
NUE
+$505K

Top Sells

1
+$3.64M
2
+$3.12M
3
+$2.39M
4
AI icon
C3.ai
AI
+$2.27M
5
MSFT icon
Microsoft
MSFT
+$1.78M

Sector Composition

1 Technology 32.29%
2 Consumer Staples 14.03%
3 Healthcare 13.96%
4 Consumer Discretionary 9.29%
5 Industrials 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.22M 1.17%
80,698
-14,100
27
$3.13M 1.14%
18,186
+744
28
$3.06M 1.11%
14,398
-6,106
29
$2.88M 1.04%
20,966
-16
30
$2.83M 1.03%
27,109
-1
31
$2.69M 0.98%
9,000
32
$2.66M 0.96%
35,382
33
$2.35M 0.85%
28,493
+13,592
34
$2.32M 0.84%
6,820
-389
35
$2.3M 0.83%
10,712
+475
36
$2.17M 0.79%
8,347
+4
37
$2.11M 0.77%
14,003
-2,199
38
$2.06M 0.75%
5,776
-228
39
$2.02M 0.73%
13,237
-460
40
$1.98M 0.72%
12,174
-6,026
41
$1.89M 0.69%
10,677
-1,324
42
$1.84M 0.67%
9,855
43
$1.73M 0.63%
26,850
44
$1.69M 0.61%
12,120
45
$1.61M 0.59%
21,285
-10,715
46
$1.6M 0.58%
25,410
+30
47
$1.55M 0.56%
9,595
+268
48
$1.54M 0.56%
56,580
+10
49
$1.53M 0.55%
15,233
-7,667
50
$1.44M 0.52%
24,211
-13,195
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