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
$345M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$9.72M
2
+$7.05M
3
+$3.58M
4
AAPL icon
Apple
AAPL
+$2.37M
5
PHM icon
Pultegroup
PHM
+$792K

Top Sells

1
+$3.39M
2
+$1.24M
3
+$818K
4
NFLX icon
Netflix
NFLX
+$563K
5
MNST icon
Monster Beverage
MNST
+$517K

Sector Composition

1 Technology 33.75%
2 Consumer Staples 13.3%
3 Consumer Discretionary 11.5%
4 Communication Services 10.9%
5 Healthcare 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VRSN icon
51
VeriSign
VRSN
$23.3B
$1.11M 0.32%
3,979
+751
WM icon
52
Waste Management
WM
$87B
$1.04M 0.3%
4,704
+415
DHR icon
53
Danaher
DHR
$158B
$969K 0.28%
4,889
-1,246
MRK icon
54
Merck
MRK
$253B
$926K 0.27%
11,038
-650
UNP icon
55
Union Pacific
UNP
$137B
$865K 0.25%
3,660
SBUX icon
56
Starbucks
SBUX
$96.6B
$854K 0.25%
10,095
+693
ABT icon
57
Abbott
ABT
$223B
$852K 0.25%
6,362
-3,140
MA icon
58
Mastercard
MA
$488B
$845K 0.24%
1,486
CMI icon
59
Cummins
CMI
$68.5B
$830K 0.24%
1,965
-147
JPM icon
60
JPMorgan Chase
JPM
$841B
$747K 0.22%
2,369
CRM icon
61
Salesforce
CRM
$222B
$689K 0.2%
2,908
-2
GLD icon
62
SPDR Gold Trust
GLD
$142B
$617K 0.18%
1,735
+150
VLTO icon
63
Veralto
VLTO
$25.1B
$563K 0.16%
5,283
AMGN icon
64
Amgen
AMGN
$182B
$508K 0.15%
1,800
MPWR icon
65
Monolithic Power Systems
MPWR
$44.5B
$506K 0.15%
550
+35
PEP icon
66
PepsiCo
PEP
$204B
$506K 0.15%
3,602
-380
BMY icon
67
Bristol-Myers Squibb
BMY
$100B
$484K 0.14%
10,738
-3,110
PGR icon
68
Progressive
PGR
$134B
$448K 0.13%
1,816
NKE icon
69
Nike
NKE
$96.7B
$398K 0.12%
5,713
+1,488
NOW icon
70
ServiceNow
NOW
$171B
$391K 0.11%
425
AGG icon
71
iShares Core US Aggregate Bond ETF
AGG
$134B
$381K 0.11%
+3,805
GEHC icon
72
GE HealthCare
GEHC
$36.1B
$376K 0.11%
5,011
+200
DUK icon
73
Duke Energy
DUK
$93.9B
$354K 0.1%
2,858
ASML icon
74
ASML
ASML
$422B
$351K 0.1%
363
+313
TJX icon
75
TJX Companies
TJX
$168B
$344K 0.1%
2,380
+836
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3
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