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
$298M
AUM Growth
-$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$1.16M
3
+$684K
4
BABA icon
Alibaba
BABA
+$663K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$541K

Top Sells

1
+$3.28M
2
+$2.9M
3
+$2.51M
4
SWKS icon
Skyworks Solutions
SWKS
+$2.28M
5
GS icon
Goldman Sachs
GS
+$1.48M

Sector Composition

1 Technology 29.89%
2 Consumer Staples 14.16%
3 Communication Services 11.39%
4 Healthcare 10.66%
5 Consumer Discretionary 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.03M 1.02%
17,760
-380
27
$2.83M 0.95%
25,425
28
$2.76M 0.93%
38,989
+4,199
29
$2.65M 0.89%
9,844
+27
30
$2.23M 0.75%
23,805
31
$2.05M 0.69%
10,249
32
$1.99M 0.67%
27,581
-1,268
33
$1.98M 0.67%
5,660
-54
34
$1.92M 0.65%
12,436
-273
35
$1.81M 0.61%
37,432
36
$1.65M 0.56%
7,894
37
$1.62M 0.54%
63,859
-699
38
$1.41M 0.47%
16,633
+2,172
39
$1.39M 0.47%
14,088
-5,981
40
$1.39M 0.46%
12,362
-200
41
$1.38M 0.46%
19,300
-66
42
$1.37M 0.46%
33,220
+28,094
43
$1.32M 0.44%
7,957
-1,437
44
$1.29M 0.43%
6,270
-2,137
45
$1.23M 0.41%
8,038
-6,658
46
$1.23M 0.41%
9,262
-25
47
$1.2M 0.4%
16,692
48
$1.17M 0.39%
2,137
+30
49
$1.15M 0.39%
8,252
50
$1.11M 0.37%
49,332
+1,000
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2
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