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KC
Knuff & Co Portfolio holdings
AUM
$332M
1-Year Est. Return
21.75%
This Fund
S&P 500
This Quarter
Est. Return
+11.36%
1 Year Est. Return
+21.75%
3 Year Est. Return
+73.7%
5 Year Est. Return
+109.83%
10 Year Est. Return
–
AUM
$274M
AUM Growth
+$23.5M
(+9.4%)
Cap. Flow
-$179K
Cap. Flow
% of AUM
-0.07%
Top 10 Holdings %
Top 10 Hldgs %
47.17%
Holding
131
New
11
Increased
37
Reduced
32
Closed
13
Top Buys
| 1 |
Mercado Libre
MELI
|
+$938K |
| 2 |
Etsy
ETSY
|
+$547K |
| 3 |
Alibaba
BABA
|
+$431K |
| 4 |
Align Technology
ALGN
|
+$398K |
| 5 |
Monolithic Power Systems
MPWR
|
+$339K |
Top Sells
| 1 |
Moderna
MRNA
|
+$1.04M |
| 2 |
United Parcel Service
UPS
|
+$1.04M |
| 3 |
InMode
INMD
|
+$716K |
| 4 |
Albemarle
ALB
|
+$536K |
| 5 |
Kenvue
KVUE
|
+$346K |
Sector Composition
| 1 | Technology | 30.77% |
| 2 | Consumer Staples | 13.69% |
| 3 | Communication Services | 11.1% |
| 4 | Healthcare | 10.78% |
| 5 | Consumer Discretionary | 9.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Broadcom
AVGO
$1.78T
| $3.12M | 1.14% |
27,980
+960
| +4% | +$90.9K |
|
27
Home Depot
HD
$347B
| $3.02M | 1.1% |
8,704
-135
| -2% | -$41.8K |
|
28
NextEra Energy
NEE
$186B
| $2.93M | 1.07% |
48,173
+2,456
| +5% | +$140K |
|
29
NVIDIA
NVDA
$5.02T
| $2.83M | 1.03% |
57,160
+6,300
| +12% | +$292K |
|
30
Nike
NKE
$66B
| $2.75M | 1% |
25,347
+400
| +2% | +$43K |
|
31
TSMC
TSM
$2.13T
| $2.71M | 0.99% |
26,102
-504
| -2% | -$48.1K |
|
32
PayPal
PYPL
$50B
| $2.71M | 0.99% |
44,057
+1,660
| +4% | +$95.1K |
|
33
Qualcomm
QCOM
$180B
| $2.65M | 0.97% |
18,344
+1,210
| +7% | +$150K |
|
34
Walt Disney
DIS
$173B
| $2.15M | 0.79% |
23,857
-335
| -1% | -$29.5K |
|
35
Aflac
AFL
$62.6B
| $2.1M | 0.76% |
25,425
-700
| -3% | -$56.4K |
|
36
Danaher
DHR
$145B
| $1.92M | 0.7% |
8,297
-753
| -8% | -$160K |
|
37
Chevron
CVX
$366B
| $1.9M | 0.69% |
12,759
+310
| +2% | +$46.9K |
|
38
Alphabet (Google) Class A
GOOGL
$4.33T
| $1.9M | 0.69% |
13,610
+1,990
| +17% | +$267K |
|
39
Pfizer
PFE
$143B
| $1.89M | 0.69% |
65,559
-640
| -1% | -$19.3K |
|
40
American Express
AXP
$247B
| $1.81M | 0.66% |
9,650
-250
| -3% | -$40.2K |
|
41
Colgate-Palmolive
CL
$75.3B
| $1.66M | 0.6% |
20,805
| – | – |
|
42
Gilead Sciences
GILD
$169B
| $1.54M | 0.56% |
19,071
-3,800
| -17% | -$296K |
|
43
GE Aerospace
GE
$361B
| $1.44M | 0.53% |
14,144
+236
| +2% | +$21.9K |
|
44
PepsiCo
PEP
$190B
| $1.38M | 0.5% |
8,135
| – | – |
|
|
45
Etsy
ETSY
$7.92B
| $1.35M | 0.49% |
16,696
+7,648
| +85% | +$547K |
|
46
Merck
MRK
$315B
| $1.34M | 0.49% |
12,270
+200
| +2% | +$20.8K |
|
47
Coca-Cola
KO
$365B
| $1.28M | 0.47% |
21,740
| – | – |
|
48
AbbVie
ABBV
$449B
| $1.24M | 0.45% |
8,025
| – | – |
|
49
Johnson & Johnson
JNJ
$602B
| $1.17M | 0.43% |
7,490
-1,959
| -21% | -$300K |
|
50
Intel
INTC
$487B
| $1.14M | 0.41% |
22,643
-1,500
| -6% | -$60.9K |
|
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