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
$145M
AUM Growth
+$4.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$960K
2
+$443K
3
+$419K
4
JPM icon
JPMorgan Chase
JPM
+$404K
5
OKTA icon
Okta
OKTA
+$293K

Top Sells

1
+$632K
2
+$601K
3
+$259K
4
NVDA icon
NVIDIA
NVDA
+$188K
5
MNST icon
Monster Beverage
MNST
+$162K

Sector Composition

1 Consumer Staples 19.45%
2 Industrials 16.59%
3 Technology 15.58%
4 Healthcare 12.41%
5 Communication Services 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$520K 0.36%
4,062
+323
52
$513K 0.35%
4,325
53
$504K 0.35%
18,270
-400
54
$438K 0.3%
9,826
55
$438K 0.3%
4,949
+24
56
$436K 0.3%
3,370
+70
57
$429K 0.29%
2,625
58
$404K 0.28%
4,703
59
$381K 0.26%
4,361
-50
60
$375K 0.26%
4,384
61
$366K 0.25%
6,225
+1,100
62
$363K 0.25%
23,625
-7,625
63
$311K 0.21%
1,126
+386
64
$299K 0.21%
1,680
+175
65
$266K 0.18%
1,790
+275
66
$246K 0.17%
5,693
-793
67
$245K 0.17%
+5,860
68
$239K 0.16%
3,440
+1,740
69
$229K 0.16%
3,000
+500
70
$202K 0.14%
695
+85
71
$195K 0.13%
2,611
72
$189K 0.13%
2,000
73
$178K 0.12%
6,650
+1,000
74
$145K 0.1%
+800
75
$139K 0.1%
5,102
1 2
3
4 5