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
$211M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$1.75M
3
+$1.51M
4
IEO icon
iShares US Oil & Gas Exploration & Production ETF
IEO
+$571K
5
AWK icon
American Water Works
AWK
+$255K

Top Sells

1
+$1.58M
2
+$1.45M
3
+$1.36M
4
DXCM icon
DexCom
DXCM
+$1.19M
5
CRM icon
Salesforce
CRM
+$1.04M

Sector Composition

1 Technology 27.32%
2 Consumer Staples 15.42%
3 Healthcare 14.16%
4 Communication Services 9.85%
5 Industrials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$990K 0.47%
10,230
+100
52
$917K 0.43%
3,130
-345
53
$905K 0.43%
6,951
+1,960
54
$765K 0.36%
5,315
-7,250
55
$699K 0.33%
3,589
56
$687K 0.33%
17,817
57
$663K 0.31%
25,743
-1,500
58
$658K 0.31%
7,814
-426
59
$641K 0.3%
52,770
-3,810
60
$571K 0.27%
+6,860
61
$535K 0.25%
13,304
62
$532K 0.25%
3,438
63
$512K 0.24%
13,492
+5,617
64
$504K 0.24%
8,252
-1,550
65
$501K 0.24%
2,820
-30
66
$495K 0.23%
1,740
-475
67
$418K 0.2%
5,358
68
$393K 0.19%
8,567
69
$386K 0.18%
3,850
+1,100
70
$327K 0.15%
1,189
-302
71
$268K 0.13%
47,420
72
$242K 0.11%
1,055
+33
73
$234K 0.11%
1,329
-8
74
$228K 0.11%
1,425
-100
75
$226K 0.11%
6,134
-5,450
1 2
3
4 5