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
$267M
AUM Growth
-$1.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$710K
3
+$460K
4
AI icon
C3.ai
AI
+$337K
5
ILMN icon
Illumina
ILMN
+$71.5K

Top Sells

1
+$3.9M
2
+$2.56M
3
+$664K
4
VZ icon
Verizon
VZ
+$284K
5
MNST icon
Monster Beverage
MNST
+$283K

Sector Composition

1 Technology 29.51%
2 Healthcare 16.12%
3 Consumer Staples 12.85%
4 Industrials 10.62%
5 Consumer Discretionary 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.12M 0.42%
20,810
-5,265
52
$1.1M 0.41%
4,919
+2
53
$1.07M 0.4%
9,907
-15
54
$1.02M 0.38%
17,285
+120
55
$994K 0.37%
1,727
-35
56
$979K 0.37%
8,877
-29
57
$959K 0.36%
12,770
-75
58
$884K 0.33%
16,600
59
$878K 0.33%
12,600
60
$703K 0.26%
3,589
61
$661K 0.25%
3,438
62
$472K 0.18%
5,774
63
$457K 0.17%
748
64
$442K 0.17%
1,301
65
$404K 0.15%
650
66
$370K 0.14%
2,186
67
$337K 0.13%
+7,270
68
$328K 0.12%
2,002
+25
69
$322K 0.12%
1,669
70
$291K 0.11%
652
-10
71
$272K 0.1%
36,920
+385
72
$242K 0.09%
22,000
73
$232K 0.09%
1,550
-125
74
$228K 0.09%
1,715
75
$218K 0.08%
1,037
+1
1 2
3
4 5