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
$276M
AUM Growth
-$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$1.12M
3
+$1.01M
4
DE icon
Deere & Co
DE
+$613K
5
NUE icon
Nucor
NUE
+$505K

Top Sells

1
+$3.64M
2
+$3.12M
3
+$2.39M
4
AI icon
C3.ai
AI
+$2.27M
5
MSFT icon
Microsoft
MSFT
+$1.78M

Sector Composition

1 Technology 32.29%
2 Consumer Staples 14.03%
3 Healthcare 13.96%
4 Consumer Discretionary 9.29%
5 Industrials 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.41M 0.51%
19,288
-4,762
52
$1.37M 0.5%
22,085
-10,715
53
$1.36M 0.49%
8,139
-114
54
$1.36M 0.49%
27,393
-5,207
55
$1.2M 0.43%
10,130
56
$1.06M 0.39%
18,638
-5,637
57
$1.01M 0.37%
+3,075
58
$1M 0.36%
12,220
-50
59
$988K 0.36%
4,454
-405
60
$981K 0.36%
3,589
61
$811K 0.29%
9,802
-4,048
62
$770K 0.28%
1,691
-36
63
$734K 0.27%
8,064
-850
64
$663K 0.24%
11,584
-28
65
$645K 0.23%
13,304
-6,696
66
$631K 0.23%
3,438
67
$613K 0.22%
+1,476
68
$611K 0.22%
11,985
-2,285
69
$549K 0.2%
14,650
+7,150
70
$527K 0.19%
3,544
+3,394
71
$504K 0.18%
5,714
72
$470K 0.17%
7,397
-3,133
73
$430K 0.16%
2,596
+10
74
$356K 0.13%
1,600
+276
75
$341K 0.12%
47,420
+10,500
1 2
3
4 5