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
$251M
AUM Growth
-$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$1.23M
3
+$537K
4
MELI icon
Mercado Libre
MELI
+$410K
5
MRNA icon
Moderna
MRNA
+$376K

Top Sells

1
+$1.28M
2
+$817K
3
+$727K
4
AMT icon
American Tower
AMT
+$317K
5
PG icon
Procter & Gamble
PG
+$226K

Sector Composition

1 Technology 28.86%
2 Consumer Staples 14.41%
3 Healthcare 11.9%
4 Communication Services 11.09%
5 Industrials 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$985K 0.39%
10,172
-205
52
$937K 0.37%
16,143
-650
53
$874K 0.35%
8,252
54
$861K 0.34%
2,660
-280
55
$858K 0.34%
24,143
56
$842K 0.34%
15,233
57
$767K 0.31%
3,343
-194
58
$752K 0.3%
3,694
+15
59
$716K 0.29%
23,500
+200
60
$692K 0.28%
3,010
+15
61
$690K 0.28%
7,563
-490
62
$689K 0.27%
1,740
63
$584K 0.23%
9,048
+4,668
64
$573K 0.23%
1,124
65
$545K 0.22%
2,690
66
$544K 0.22%
13,304
67
$537K 0.21%
+26,747
68
$498K 0.2%
28,178
+12,085
69
$465K 0.19%
2,927
-511
70
$455K 0.18%
7,322
71
$412K 0.16%
6,051
+2,353
72
$385K 0.15%
717
73
$347K 0.14%
5,945
+2,325
74
$310K 0.12%
3,300
-1,300
75
$290K 0.12%
2,002
1 2
3
4 5