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
$182M
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.91M
3
+$1.87M
4
PEP icon
PepsiCo
PEP
+$1.84M
5
EA icon
Electronic Arts
EA
+$1.76M

Top Sells

1
+$6.24M
2
+$2.03M
3
+$1.48M
4
CMI icon
Cummins
CMI
+$713K
5
QCOM icon
Qualcomm
QCOM
+$543K

Sector Composition

1 Technology 23.44%
2 Healthcare 17.05%
3 Consumer Staples 16.29%
4 Industrials 10.36%
5 Consumer Discretionary 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$772K 0.42%
12,785
+8,985
52
$765K 0.42%
13,850
+1,550
53
$754K 0.41%
23,890
+2,840
54
$746K 0.41%
3,862
-689
55
$687K 0.38%
7,528
-5,955
56
$673K 0.37%
1,547
+20
57
$661K 0.36%
12,600
58
$597K 0.33%
3,529
+50
59
$591K 0.32%
7,095
+5
60
$476K 0.26%
25,000
61
$457K 0.25%
+4,125
62
$430K 0.24%
1,895
+195
63
$408K 0.22%
3,213
64
$376K 0.21%
11,063
+10,163
65
$365K 0.2%
1,013
-41
66
$353K 0.19%
7,750
+750
67
$332K 0.18%
4,505
-4,790
68
$270K 0.15%
28,400
+23,280
69
$263K 0.14%
650
70
$250K 0.14%
16,465
71
$227K 0.12%
3,860
-600
72
$223K 0.12%
1,661
+228
73
$178K 0.1%
1,015
-485
74
$172K 0.09%
1,620
+80
75
$157K 0.09%
1,665
-5,592
1 2
3
4 5