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
$297M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$628K
3
+$492K
4
AMGN icon
Amgen
AMGN
+$426K
5
MELI icon
Mercado Libre
MELI
+$314K

Top Sells

1
+$2.05M
2
+$982K
3
+$791K
4
PXD
Pioneer Natural Resource Co.
PXD
+$570K
5
VFC icon
VF Corp
VFC
+$495K

Sector Composition

1 Technology 30.08%
2 Consumer Staples 13.83%
3 Communication Services 12.11%
4 Healthcare 12.1%
5 Industrials 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.36M 1.13%
37,432
+2,000
27
$3.32M 1.12%
8,651
-53
28
$3.31M 1.11%
8,054
-643
29
$3.21M 1.08%
18,957
+613
30
$3.18M 1.07%
25,957
+2,100
31
$3.13M 1.05%
28,934
+926
32
$2.99M 1.01%
41,364
-997
33
$2.38M 0.8%
25,347
34
$2.31M 0.78%
14,659
+1,900
35
$2.29M 0.77%
35,796
-12,377
36
$2.2M 0.74%
9,650
37
$2.18M 0.73%
25,425
38
$2.14M 0.72%
23,805
+3,000
39
$2.05M 0.69%
8,190
-107
40
$2.03M 0.68%
14,520
+376
41
$2M 0.67%
13,260
-350
42
$1.82M 0.61%
65,559
43
$1.62M 0.54%
12,270
44
$1.49M 0.5%
9,402
+1,912
45
$1.47M 0.49%
5,260
+2,250
46
$1.46M 0.49%
8,025
47
$1.4M 0.47%
5,694
+2,000
48
$1.4M 0.47%
7,975
-160
49
$1.36M 0.46%
18,571
-500
50
$1.32M 0.44%
21,605
-135
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2
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