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
$167M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.71M
3
+$1.29M
4
AMZN icon
Amazon
AMZN
+$641K
5
SWKS icon
Skyworks Solutions
SWKS
+$536K

Top Sells

1
+$3.15M
2
+$247K
3
+$228K
4
KDP icon
Keurig Dr Pepper
KDP
+$139K
5
ILMN icon
Illumina
ILMN
+$62.9K

Sector Composition

1 Technology 19.14%
2 Consumer Staples 17.45%
3 Industrials 14.26%
4 Healthcare 12.8%
5 Communication Services 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$659K 0.39%
6,936
+2,575
52
$634K 0.38%
7,300
+300
53
$611K 0.37%
3,379
54
$593K 0.35%
6,292
+1,589
55
$592K 0.35%
59,214
-4,686
56
$586K 0.35%
10,538
+712
57
$563K 0.34%
15,600
58
$539K 0.32%
6,339
+1,955
59
$525K 0.31%
30,145
-13,100
60
$521K 0.31%
4,325
61
$504K 0.3%
23,625
62
$488K 0.29%
1,480
+354
63
$427K 0.26%
8,864
+3,171
64
$412K 0.25%
3,213
-157
65
$404K 0.24%
2,398
-227
66
$377K 0.23%
2,320
+530
67
$352K 0.21%
5,975
-250
68
$345K 0.21%
1,680
69
$269K 0.16%
5,000
+3,300
70
$257K 0.15%
875
+375
71
$247K 0.15%
5,200
-660
72
$227K 0.14%
700
+5
73
$217K 0.13%
2,611
74
$215K 0.13%
6,650
75
$211K 0.13%
2,890
-550
1 2
3
4 5