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
$323M
AUM Growth
+$55.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1 +$9.86M
2 +$5.32M
3 +$2.73M
4
FIS icon
Fidelity National Information Services
FIS
+$2.5M
5
CVX icon
Chevron
CVX
+$2.11M

Top Sells

1 +$5.45M
2 +$664K
3 +$534K
4
PG icon
Procter & Gamble
PG
+$525K
5
VZ icon
Verizon
VZ
+$340K

Sector Composition

1 Technology 32.67%
2 Healthcare 14.11%
3 Consumer Staples 13.57%
4 Industrials 9.9%
5 Consumer Discretionary 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.54M 0.48%
7,054
+9
52
$1.5M 0.46%
24,050
+6,765
53
$1.43M 0.44%
8,253
-1,754
54
$1.43M 0.44%
24,275
+1,160
55
$1.43M 0.44%
10,130
-150
56
$1.26M 0.39%
9,327
-580
57
$1.21M 0.37%
13,850
58
$1.05M 0.33%
4,859
-60
59
$1.04M 0.32%
8,914
+37
60
$979K 0.3%
1,727
61
$962K 0.3%
10,530
+9,360
62
$960K 0.3%
+20,000
63
$940K 0.29%
12,270
-500
64
$912K 0.28%
14,901
-89,040
65
$906K 0.28%
6,870
-4,050
66
$904K 0.28%
3,589
67
$772K 0.24%
11,612
-988
68
$741K 0.23%
14,270
-6,540
69
$648K 0.2%
3,438
70
$520K 0.16%
5,714
-60
71
$488K 0.15%
2,586
+400
72
$452K 0.14%
750
+2
73
$445K 0.14%
1,324
+23
74
$323K 0.1%
1,469
-200
75
$321K 0.1%
653
+1