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
$222M
AUM Growth
-$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.98M
3
+$928K
4
MELI icon
Mercado Libre
MELI
+$592K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$399K

Top Sells

1
+$2.3M
2
+$2.14M
3
+$1.13M
4
MA icon
Mastercard
MA
+$1.12M
5
OKTA icon
Okta
OKTA
+$1.09M

Sector Composition

1 Technology 30.65%
2 Consumer Staples 16.26%
3 Healthcare 14.51%
4 Communication Services 7.91%
5 Industrials 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.5M 1.12%
18,260
27
$2.47M 1.11%
9,009
+9
28
$2.39M 1.07%
27,893
-600
29
$2.23M 1.01%
127,820
+113,170
30
$2.22M 1%
27,109
31
$2.07M 0.93%
12,565
-1,833
32
$2.06M 0.92%
35,382
33
$1.97M 0.89%
20,889
-77
34
$1.9M 0.85%
10,677
35
$1.88M 0.84%
8,347
36
$1.86M 0.84%
26,708
-1,198
37
$1.76M 0.79%
12,174
38
$1.74M 0.78%
13,607
+370
39
$1.71M 0.77%
21,285
40
$1.49M 0.67%
26,850
41
$1.49M 0.67%
19,288
42
$1.47M 0.66%
9,595
43
$1.43M 0.64%
23,111
-1,100
44
$1.4M 0.63%
15,233
45
$1.39M 0.62%
22,085
46
$1.37M 0.61%
9,855
47
$1.36M 0.61%
8,139
48
$1.32M 0.59%
12,120
49
$1.23M 0.55%
25,410
50
$1.11M 0.5%
12,170
-50
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