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
$274M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$620K
3
+$460K
4
BABA icon
Alibaba
BABA
+$419K
5
MPWR icon
Monolithic Power Systems
MPWR
+$409K

Top Sells

1
+$1.23M
2
+$1.08M
3
+$716K
4
ALB icon
Albemarle
ALB
+$563K
5
KVUE icon
Kenvue
KVUE
+$372K

Sector Composition

1 Technology 30.78%
2 Consumer Staples 13.69%
3 Communication Services 11.1%
4 Healthcare 10.79%
5 Consumer Discretionary 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.12M 1.14%
27,980
+960
27
$3.02M 1.1%
8,704
-135
28
$2.93M 1.07%
48,173
+2,456
29
$2.83M 1.03%
57,160
+6,300
30
$2.75M 1%
25,347
+400
31
$2.71M 0.99%
26,102
-504
32
$2.71M 0.99%
44,057
+1,660
33
$2.65M 0.97%
18,344
+1,210
34
$2.15M 0.79%
23,857
-335
35
$2.1M 0.76%
25,425
-700
36
$1.92M 0.7%
8,297
-753
37
$1.9M 0.69%
12,759
+310
38
$1.9M 0.69%
13,610
+1,990
39
$1.89M 0.69%
65,559
-640
40
$1.81M 0.66%
9,650
-250
41
$1.66M 0.6%
20,805
42
$1.54M 0.56%
19,071
-3,800
43
$1.44M 0.53%
14,144
+236
44
$1.38M 0.5%
8,135
45
$1.35M 0.49%
16,696
+7,648
46
$1.34M 0.49%
12,270
+200
47
$1.28M 0.47%
21,740
48
$1.24M 0.45%
8,025
49
$1.17M 0.43%
7,490
-1,959
50
$1.14M 0.41%
22,643
-1,500
1
2
3 4 5