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
$211M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$1.75M
3
+$1.51M
4
IEO icon
iShares US Oil & Gas Exploration & Production ETF
IEO
+$571K
5
AWK icon
American Water Works
AWK
+$255K

Top Sells

1
+$1.58M
2
+$1.45M
3
+$1.36M
4
DXCM icon
DexCom
DXCM
+$1.19M
5
CRM icon
Salesforce
CRM
+$1.04M

Sector Composition

1 Technology 27.32%
2 Consumer Staples 15.42%
3 Healthcare 14.16%
4 Communication Services 9.85%
5 Industrials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.44M 1.15%
27,887
-6
27
$2.32M 1.1%
27,877
-550
28
$2.25M 1.06%
26,340
-2,067
29
$2.21M 1.05%
18,260
30
$2.16M 1.02%
35,382
31
$2.04M 0.96%
17,238
-1,026
32
$1.94M 0.92%
20,562
-327
33
$1.84M 0.87%
21,367
-5,341
34
$1.84M 0.87%
26,784
-325
35
$1.82M 0.86%
7,958
-389
36
$1.76M 0.83%
12,234
+60
37
$1.51M 0.71%
26,850
38
$1.5M 0.71%
21,285
39
$1.48M 0.7%
24,006
+895
40
$1.33M 0.63%
9,855
41
$1.32M 0.63%
8,114
-25
42
$1.31M 0.62%
18,413
-875
43
$1.26M 0.6%
11,134
-2,473
44
$1.24M 0.59%
22,085
45
$1.2M 0.57%
8,920
-675
46
$1.15M 0.54%
15,233
47
$1.14M 0.54%
32,822
-39,091
48
$1.1M 0.52%
24,850
-560
49
$1.09M 0.52%
11,420
-700
50
$1.05M 0.5%
12,170
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2
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