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
$243M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.59M
3
+$1.58M
4
DXCM icon
DexCom
DXCM
+$1.49M
5
COHR icon
Coherent
COHR
+$1.46M

Top Sells

1
+$878K
2
+$611K
3
+$390K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$306K
5
PFE icon
Pfizer
PFE
+$293K

Sector Composition

1 Technology 27.95%
2 Healthcare 15.21%
3 Consumer Staples 14.39%
4 Consumer Discretionary 10.54%
5 Industrials 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.11M 0.46%
6,221
+3,221
52
$1.09M 0.45%
9,930
53
$1.07M 0.44%
9,947
+127
54
$1.04M 0.43%
4,740
+342
55
$912K 0.38%
1,824
+209
56
$896K 0.37%
13,850
-251
57
$870K 0.36%
8,134
+844
58
$827K 0.34%
16,600
59
$752K 0.31%
12,170
-4,950
60
$747K 0.31%
3,589
61
$633K 0.26%
12,600
62
$620K 0.26%
47,520
63
$615K 0.25%
7,104
+39
64
$564K 0.23%
3,438
+81
65
$537K 0.22%
1,966
66
$501K 0.21%
25,000
67
$421K 0.17%
11,613
-1,325
68
$409K 0.17%
7,570
+20
69
$367K 0.15%
1,019
+6
70
$359K 0.15%
2,600
-4,425
71
$358K 0.15%
650
72
$265K 0.11%
1,211
+181
73
$251K 0.1%
1,977
+110
74
$241K 0.1%
1,519
-142
75
$232K 0.1%
+12,397
1 2
3
4 5