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
$212M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$965K
3
+$858K
4
AMT icon
American Tower
AMT
+$846K
5
AAPL icon
Apple
AAPL
+$800K

Top Sells

1
+$828K
2
+$247K
3
+$144K
4
KMI icon
Kinder Morgan
KMI
+$90K
5
MBB icon
iShares MBS ETF
MBB
+$65.7K

Sector Composition

1 Technology 26.2%
2 Healthcare 16.35%
3 Consumer Staples 16.01%
4 Consumer Discretionary 10.31%
5 Industrials 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$879K 0.41%
24,120
+230
52
$879K 0.41%
4,398
+536
53
$860K 0.4%
9,820
+340
54
$860K 0.4%
16,600
55
$842K 0.4%
14,101
+251
56
$792K 0.37%
1,615
+68
57
$718K 0.34%
23,118
58
$707K 0.33%
3,589
+60
59
$656K 0.31%
12,600
60
$643K 0.3%
47,520
+19,120
61
$626K 0.29%
7,290
+2,785
62
$590K 0.28%
7,065
-30
63
$515K 0.24%
1,966
+71
64
$491K 0.23%
25,000
65
$479K 0.23%
3,357
+144
66
$465K 0.22%
12,938
+1,875
67
$390K 0.18%
3,530
-595
68
$378K 0.18%
7,550
-200
69
$365K 0.17%
+3,000
70
$315K 0.15%
650
71
$304K 0.14%
1,013
72
$229K 0.11%
1,661
73
$200K 0.09%
1,763
+143
74
$196K 0.09%
930
+119
75
$195K 0.09%
1,030
+15
1 2
3
4 5