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
$222M
AUM Growth
-$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.98M
3
+$928K
4
MELI icon
Mercado Libre
MELI
+$592K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$399K

Top Sells

1
+$2.3M
2
+$2.14M
3
+$1.13M
4
MA icon
Mastercard
MA
+$1.12M
5
OKTA icon
Okta
OKTA
+$1.09M

Sector Composition

1 Technology 30.65%
2 Consumer Staples 16.26%
3 Healthcare 14.51%
4 Communication Services 7.91%
5 Industrials 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.1M 0.5%
10,130
52
$1.03M 0.46%
3,475
+400
53
$1.02M 0.46%
27,243
-150
54
$858K 0.39%
56,580
55
$765K 0.34%
3,589
56
$743K 0.33%
4,991
+2,395
57
$707K 0.32%
17,817
-821
58
$699K 0.31%
2,215
-3,561
59
$685K 0.31%
9,802
60
$629K 0.28%
8,240
+176
61
$561K 0.25%
2,850
-1,604
62
$546K 0.25%
1,491
-200
63
$528K 0.24%
3,438
64
$521K 0.23%
13,304
65
$483K 0.22%
11,584
66
$453K 0.2%
5,358
-356
67
$438K 0.2%
8,567
+1,170
68
$400K 0.18%
7,875
-4,110
69
$372K 0.17%
3,566
+22
70
$367K 0.17%
47,420
71
$335K 0.15%
2,075
+475
72
$253K 0.11%
1,454
-15
73
$238K 0.11%
1,022
74
$233K 0.1%
1,525
-25
75
$225K 0.1%
2,002
1 2
3
4 5