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
$274M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$620K
3
+$460K
4
BABA icon
Alibaba
BABA
+$419K
5
MPWR icon
Monolithic Power Systems
MPWR
+$409K

Top Sells

1
+$1.23M
2
+$1.08M
3
+$716K
4
ALB icon
Albemarle
ALB
+$563K
5
KVUE icon
Kenvue
KVUE
+$372K

Sector Composition

1 Technology 30.78%
2 Consumer Staples 13.69%
3 Communication Services 11.1%
4 Healthcare 10.79%
5 Consumer Discretionary 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.12M 0.41%
10,172
52
$996K 0.36%
2,581
-79
53
$915K 0.33%
15,233
54
$907K 0.33%
3,694
55
$870K 0.32%
8,252
56
$833K 0.3%
8,380
-12,417
57
$788K 0.29%
8,203
+640
58
$784K 0.29%
3,010
59
$758K 0.28%
3,372
+29
60
$742K 0.27%
1,740
61
$705K 0.26%
9,112
+3,061
62
$671K 0.24%
1,124
63
$668K 0.24%
2,540
-150
64
$655K 0.24%
13,304
65
$554K 0.2%
10,798
-5,345
66
$495K 0.18%
26,353
-1,825
67
$460K 0.17%
+1,678
68
$455K 0.17%
2,670
-257
69
$447K 0.16%
767
+50
70
$409K 0.15%
+648
71
$405K 0.15%
5,322
-2,000
72
$375K 0.14%
2,202
+200
73
$329K 0.12%
7,200
+2,500
74
$324K 0.12%
6,220
+275
75
$300K 0.11%
425
1 2
3
4 5