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
$234M
AUM Growth
-$8.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$811K
3
+$790K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$708K
5
MRNA icon
Moderna
MRNA
+$673K

Top Sells

1
+$2.24M
2
+$956K
3
+$625K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$507K
5
BMY icon
Bristol-Myers Squibb
BMY
+$430K

Sector Composition

1 Technology 24.75%
2 Healthcare 15.19%
3 Consumer Staples 14.26%
4 Industrials 11.46%
5 Consumer Discretionary 11.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.08M 0.46%
17,165
-6,805
52
$1.07M 0.46%
9,922
-25
53
$1.06M 0.45%
16,600
54
$1.05M 0.45%
14,300
-1,677
55
$1.02M 0.44%
4,803
+63
56
$972K 0.42%
13,850
57
$955K 0.41%
8,741
+607
58
$865K 0.37%
5,087
+4,770
59
$838K 0.36%
1,762
-62
60
$791K 0.34%
3,589
61
$773K 0.33%
57,920
+10,400
62
$772K 0.33%
12,600
63
$673K 0.29%
+5,142
64
$650K 0.28%
3,438
65
$592K 0.25%
25,000
66
$508K 0.22%
5,864
-1,240
67
$439K 0.19%
1,489
-477
68
$390K 0.17%
7,470
-100
69
$325K 0.14%
650
70
$301K 0.13%
1,977
71
$249K 0.11%
1,519
72
$241K 0.1%
930
73
$236K 0.1%
1,036
-175
74
$216K 0.09%
1,675
-120
75
$213K 0.09%
3,600
-8,570
1 2
3
4 5