KC
Knuff & Co Portfolio holdings
AUM
$345M
1-Year Est. Return
22.99%
1 Year Est. Return
+22.99%
AUM
$317M
AUM Growth
+$19.5M
(+6.5%)
Holding
141
Top Buys
| 1 | +$4.66M | |
| 2 | +$4.14M | |
| 3 | +$3.04M | |
| 4 |
VeriSign
VRSN
|
+$759K |
| 5 |
Waste Management
WM
|
+$486K |
Top Sells
| 1 | +$6.77M | |
| 2 | +$1.44M | |
| 3 | +$1.31M | |
| 4 |
Mercado Libre
MELI
|
+$1.18M |
| 5 |
NVIDIA
NVDA
|
+$1.13M |
Sector Composition
| 1 | Technology | 31.9% |
| 2 | Consumer Staples | 14.48% |
| 3 | Communication Services | 13.7% |
| 4 | Consumer Discretionary | 9.31% |
| 5 | Healthcare | 9.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
American Express
AXP
$246B
| $3.14M | 0.99% |
9,844
|
|
||
27
Thermo Fisher Scientific
TMO
$217B
| $2.7M | 0.85% |
6,669
-3,559
|
|
||
28
Aflac
AFL
$59.9B
| $2.67M | 0.84% |
25,325
-100
|
|
||
29
GE Aerospace
GE
$322B
| $2.57M | 0.81% |
9,999
-250
|
|
||
30
Microchip Technology
MCHP
$28.9B
| $2.56M | 0.81% |
36,372
-1,060
|
|
||
31
NextEra Energy
NEE
$175B
| $2.46M | 0.78% |
35,483
-3,506
|
|
||
32
Alphabet (Google) Class A
GOOGL
$3.34T
| $2.2M | 0.69% |
12,471
+35
|
|
||
33
Colgate-Palmolive
CL
$62.9B
| $2.16M | 0.68% |
23,805
|
|
||
34
Chevron
CVX
$315B
| $2.09M | 0.66% |
14,588
-4,420
|
|
||
35
Visa
V
$637B
| $1.85M | 0.58% |
5,200
-460
|
|
||
36
Oracle
ORCL
$635B
| $1.8M | 0.57% |
8,252
|
|
||
37
Walt Disney
DIS
$189B
| $1.62M | 0.51% |
13,057
-1,031
|
|
||
38
Pfizer
PFE
$142B
| $1.55M | 0.49% |
63,930
+71
|
|
||
39
AbbVie
ABBV
$411B
| $1.41M | 0.44% |
7,580
-314
|
|
||
40
Gilead Sciences
GILD
$155B
| $1.37M | 0.43% |
12,362
|
|
||
41
Coca-Cola
KO
$306B
| $1.37M | 0.43% |
19,300
|
|
||
42
Wells Fargo
WFC
$267B
| $1.34M | 0.42% |
16,692
|
|
||
43
Albemarle
ALB
$13.6B
| $1.32M | 0.41% |
21,000
-6,581
|
|
||
44
Abbott
ABT
$227B
| $1.29M | 0.41% |
9,502
+240
|
|
||
45
Qualcomm
QCOM
$186B
| $1.27M | 0.4% |
7,944
-94
|
|
||
46
iShares Russell Mid-Cap ETF
IWR
$44B
| $1.24M | 0.39% |
13,437
-3,196
|
|
||
47
Johnson & Johnson
JNJ
$472B
| $1.22M | 0.38% |
7,957
|
|
||
48
Danaher
DHR
$156B
| $1.21M | 0.38% |
6,135
-135
|
|
||
49
GE Vernova
GEV
$157B
| $1.18M | 0.37% |
2,233
|
|
||
50
Fidelity National Information Services
FIS
$33.3B
| $1.13M | 0.36% |
13,900
|
|