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
$137M
AUM Growth
-$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.09M
3
+$1.08M
4
TDOC icon
Teladoc Health
TDOC
+$913K
5
EA icon
Electronic Arts
EA
+$783K

Top Sells

1
+$1.99M
2
+$1.83M
3
+$1.74M
4
STZ icon
Constellation Brands
STZ
+$1.23M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$950K

Sector Composition

1 Technology 20.28%
2 Consumer Staples 17.88%
3 Healthcare 16.75%
4 Industrials 11.72%
5 Communication Services 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$606K 0.44%
7,955
+490
52
$594K 0.43%
12,300
+11,000
53
$592K 0.43%
7,500
+200
54
$555K 0.4%
7,090
+751
55
$543K 0.39%
26,850
+3,225
56
$499K 0.36%
21,050
-420
57
$491K 0.36%
3,479
+100
58
$486K 0.35%
1,527
+47
59
$379K 0.28%
12,600
-3,000
60
$354K 0.26%
+25,000
61
$330K 0.24%
2,290
-30
62
$321K 0.23%
3,213
63
$286K 0.21%
8,230
-634
64
$284K 0.21%
1,700
+20
65
$280K 0.2%
1,054
-6,905
66
$263K 0.19%
7,000
+350
67
$250K 0.18%
18,500
+17,700
68
$247K 0.18%
+2,000
69
$229K 0.17%
+16,465
70
$215K 0.16%
1,500
-8,570
71
$209K 0.15%
3,800
+400
72
$202K 0.15%
4,460
+3,610
73
$186K 0.14%
+200
74
$186K 0.14%
650
75
$182K 0.13%
1,433
-965
1 2
3
4 5