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
$251M
AUM Growth
-$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$1.23M
3
+$537K
4
MELI icon
Mercado Libre
MELI
+$410K
5
MRNA icon
Moderna
MRNA
+$376K

Top Sells

1
+$1.28M
2
+$817K
3
+$727K
4
AMT icon
American Tower
AMT
+$317K
5
PG icon
Procter & Gamble
PG
+$226K

Sector Composition

1 Technology 28.86%
2 Consumer Staples 14.41%
3 Healthcare 11.9%
4 Communication Services 11.09%
5 Industrials 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.63M 1.05%
26,708
-5
27
$2.62M 1.04%
45,717
+2,918
28
$2.48M 0.99%
42,397
-1,912
29
$2.39M 0.95%
24,947
+25
30
$2.31M 0.92%
26,606
-178
31
$2.24M 0.89%
27,020
+2,260
32
$2.21M 0.88%
50,860
+180
33
$2.2M 0.88%
66,199
-3,667
34
$2.15M 0.86%
20,797
+3,644
35
$2.1M 0.84%
12,449
36
$2.01M 0.8%
26,125
37
$1.99M 0.79%
9,050
+210
38
$1.96M 0.78%
24,192
+1,453
39
$1.9M 0.76%
17,134
+1,653
40
$1.71M 0.68%
22,871
-200
41
$1.52M 0.61%
11,620
+4
42
$1.48M 0.59%
20,805
43
$1.48M 0.59%
9,900
+45
44
$1.47M 0.59%
9,449
-8,239
45
$1.38M 0.55%
8,135
46
$1.34M 0.53%
8,567
-4,664
47
$1.24M 0.5%
12,070
48
$1.23M 0.49%
13,908
49
$1.22M 0.49%
21,740
50
$1.2M 0.48%
8,025
-150
1
2
3 4 5