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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
+1.99%
1 Year Est. Return
+21.75%
3 Year Est. Return
+73.7%
5 Year Est. Return
+109.83%
10 Year Est. Return
–
AUM
$339M
AUM Growth
-$5.9M
(-1.7%)
Cap. Flow
-$5.02M
Cap. Flow
% of AUM
-1.48%
Top 10 Holdings %
Top 10 Hldgs %
50.02%
Holding
137
New
14
Increased
40
Reduced
16
Closed
8
Top Buys
| 1 |
Amazon
AMZN
|
+$3M |
| 2 |
Mercado Libre
MELI
|
+$1.16M |
| 3 |
MongoDB
MDB
|
+$961K |
| 4 |
Apple
AAPL
|
+$752K |
| 5 |
ServiceNow
NOW
|
+$620K |
Top Sells
| 1 |
JD.com
JD
|
+$5.16M |
| 2 |
NVO
Novo Nordisk
NVO
|
+$4.26M |
| 3 |
Trade Desk
TTD
|
+$2.32M |
| 4 |
American Tower
AMT
|
+$1.26M |
| 5 |
VeriSign
VRSN
|
+$1.11M |
Sector Composition
| 1 | Technology | 35.46% |
| 2 | Consumer Staples | 12.75% |
| 3 | Consumer Discretionary | 10.56% |
| 4 | Communication Services | 10.05% |
| 5 | Healthcare | 9.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
American Express
AXP
$247B
| $3.68M | 1.09% |
9,950
+106
| +1% | +$37.9K |
|
|
27
American Tower
AMT
$78.7B
| $3.13M | 0.92% |
17,810
-6,935
| -28% | -$1.26M |
|
28
GE Aerospace
GE
$361B
| $3.11M | 0.92% |
10,090
+91
| +0.9% | +$27.4K |
|
29
Home Depot
HD
$347B
| $3.01M | 0.89% |
8,740
+9
| +0.1% | +$3.3K |
|
30
Albemarle
ALB
$14.1B
| $2.97M | 0.88% |
21,000
| – | – |
|
31
NextEra Energy
NEE
$186B
| $2.77M | 0.82% |
34,485
+480
| +1% | +$39.8K |
|
32
Aflac
AFL
$62.6B
| $2.74M | 0.81% |
24,867
| – | – |
|
33
Microchip Technology
MCHP
$44.4B
| $2.29M | 0.67% |
35,876
| – | – |
|
34
Chevron
CVX
$366B
| $2.21M | 0.65% |
14,526
| – | – |
|
35
Visa
V
$694B
| $1.82M | 0.54% |
5,200
| – | – |
|
36
Gilead Sciences
GILD
$169B
| $1.77M | 0.52% |
14,396
| – | – |
|
37
Colgate-Palmolive
CL
$75.3B
| $1.76M | 0.52% |
22,305
-1,500
| -6% | -$118K |
|
38
AbbVie
ABBV
$449B
| $1.73M | 0.51% |
7,575
-5
| -0.1% | -$1.14K |
|
39
Johnson & Johnson
JNJ
$602B
| $1.71M | 0.5% |
8,247
+490
| +6% | +$96.9K |
|
40
Oracle
ORCL
$358B
| $1.61M | 0.47% |
8,252
| – | – |
|
41
Pfizer
PFE
$143B
| $1.59M | 0.47% |
63,859
| – | – |
|
42
Pultegroup
PHM
$24.6B
| $1.56M | 0.46% |
13,330
+1,873
| +16% | +$230K |
|
43
Wells Fargo
WFC
$267B
| $1.56M | 0.46% |
16,692
| – | – |
|
44
Walt Disney
DIS
$173B
| $1.49M | 0.44% |
13,057
| – | – |
|
45
GE Vernova
GEV
$278B
| $1.47M | 0.43% |
2,255
+22
| +1% | +$13.4K |
|
46
Coca-Cola
KO
$365B
| $1.35M | 0.4% |
19,300
| – | – |
|
47
Qualcomm
QCOM
$180B
| $1.29M | 0.38% |
7,544
| – | – |
|
48
Waste Management
WM
$97.3B
| $1.26M | 0.37% |
5,730
+1,026
| +22% | +$219K |
|
|
SCHV
49
Schwab US Large-Cap Value ETF
SCHV
$15.6B
| $1.2M | 0.35% |
40,438
| – | – |
|
50
Merck
MRK
$315B
| $1.16M | 0.34% |
11,038
| – | – |
|
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