KC

Knuff & Co Portfolio holdings

AUM $317M
1-Year Est. Return 22.9%
This Quarter Est. Return
1 Year Est. Return
+22.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$269M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$480K
3
+$247K
4
COHR icon
Coherent
COHR
+$236K
5
IBM icon
IBM
IBM
+$211K

Top Sells

1
+$1.36M
2
+$471K
3
+$236K
4
PEP icon
PepsiCo
PEP
+$222K
5
XIFR
XPLR Infrastructure LP
XIFR
+$166K

Sector Composition

1 Technology 28.22%
2 Healthcare 15.44%
3 Consumer Staples 12.55%
4 Consumer Discretionary 10.82%
5 Industrials 10.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.18M 0.44%
5,648
+561
52
$1.16M 0.43%
57,920
53
$1.15M 0.43%
4,917
+114
54
$1.15M 0.43%
17,165
55
$1.12M 0.42%
9,922
56
$1.08M 0.4%
13,850
57
$1.03M 0.38%
1,762
58
$999K 0.37%
12,845
-1,455
59
$996K 0.37%
8,906
+165
60
$932K 0.35%
16,600
61
$885K 0.33%
12,600
62
$789K 0.29%
3,589
63
$664K 0.25%
25,000
64
$661K 0.25%
3,438
65
$463K 0.17%
5,774
-90
66
$452K 0.17%
1,301
-188
67
$395K 0.15%
748
+1
68
$357K 0.13%
650
69
$337K 0.13%
2,186
+1,600
70
$320K 0.12%
1,669
+150
71
$311K 0.12%
662
+210
72
$308K 0.11%
1,977
73
$295K 0.11%
36,535
+4,381
74
$242K 0.09%
1,036
75
$240K 0.09%
1,715
+1,506
1 2
3
4 5