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
$297M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$628K
3
+$492K
4
AMGN icon
Amgen
AMGN
+$426K
5
MELI icon
Mercado Libre
MELI
+$314K

Top Sells

1
+$2.05M
2
+$982K
3
+$791K
4
PXD
Pioneer Natural Resource Co.
PXD
+$570K
5
VFC icon
VF Corp
VFC
+$495K

Sector Composition

1 Technology 30.08%
2 Consumer Staples 13.83%
3 Communication Services 12.11%
4 Healthcare 12.1%
5 Industrials 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.16M 0.39%
10,172
52
$1.13M 0.38%
15,233
53
$1.13M 0.38%
16,405
-291
54
$1.12M 0.38%
2,693
+112
55
$1.04M 0.35%
8,252
56
$1M 0.34%
17,304
+4,000
57
$904K 0.3%
13,500
-30,557
58
$885K 0.3%
2,940
+400
59
$885K 0.3%
9,687
+1,484
60
$868K 0.29%
19,643
-3,000
61
$838K 0.28%
1,740
62
$837K 0.28%
9,212
+100
63
$652K 0.22%
2,213
+975
64
$620K 0.21%
7,322
+2,000
65
$597K 0.2%
767
66
$585K 0.2%
5,491
-2,889
67
$564K 0.19%
10,398
-400
68
$542K 0.18%
1,074
-50
69
$540K 0.18%
9,855
+3,635
70
$483K 0.16%
1,700
+1,500
71
$441K 0.15%
2,202
72
$439K 0.15%
648
73
$419K 0.14%
7,200
74
$396K 0.13%
2,340
+1,500
75
$376K 0.13%
1,816
1 2
3
4 5