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
$328M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$3.77M
2
+$1.81M
3
+$974K
4
MSFT icon
Microsoft
MSFT
+$481K
5
NVO icon
Novo Nordisk
NVO
+$471K

Top Sells

1
+$3.44M
2
+$1.65M
3
+$630K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$517K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$513K

Sector Composition

1 Technology 32.17%
2 Consumer Staples 13.4%
3 Communication Services 12.29%
4 Consumer Discretionary 10.96%
5 Healthcare 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.01M 0.92%
37,432
27
$2.98M 0.91%
17,534
-773
28
$2.92M 0.89%
34,515
+1,719
29
$2.84M 0.87%
25,425
30
$2.76M 0.84%
18,135
-25
31
$2.71M 0.83%
28,581
-6,656
32
$2.62M 0.8%
9,650
33
$2.61M 0.8%
26,390
-819
34
$2.47M 0.75%
23,805
35
$2.33M 0.71%
15,849
+1,315
36
$2.3M 0.7%
8,258
+68
37
$2.17M 0.66%
24,527
-275
38
$2.07M 0.63%
12,504
-681
39
$1.94M 0.59%
20,199
-5,163
40
$1.94M 0.59%
10,288
41
$1.87M 0.57%
64,558
-201
42
$1.81M 0.55%
+76,330
43
$1.54M 0.47%
7,775
-100
44
$1.53M 0.47%
9,466
+64
45
$1.53M 0.47%
21,300
46
$1.45M 0.44%
5,260
47
$1.41M 0.43%
8,252
48
$1.4M 0.43%
5,694
49
$1.39M 0.42%
5,468
-6,491
50
$1.38M 0.42%
12,120
-100
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