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
$328M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1 +$3.77M
2 +$1.81M
3 +$974K
4
MSFT icon
Microsoft
MSFT
+$481K
5
NVO icon
Novo Nordisk
NVO
+$471K

Top Sells

1 +$3.44M
2 +$1.65M
3 +$630K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$517K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$513K

Sector Composition

1 Technology 32.17%
2 Consumer Staples 13.4%
3 Communication Services 12.29%
4 Consumer Discretionary 10.96%
5 Healthcare 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.33M 0.41%
2,691
-2
52
$1.21M 0.37%
14,400
53
$1.17M 0.36%
6,907
-764
54
$1.12M 0.34%
41,823
-225
55
$1.12M 0.34%
9,797
56
$1.11M 0.34%
13,276
+30
57
$943K 0.29%
16,692
58
$920K 0.28%
1,038
+118
59
$866K 0.26%
9,226
+512
60
$862K 0.26%
1,745
+5
61
$848K 0.26%
7,121
+3,954
62
$805K 0.25%
2,940
63
$797K 0.24%
8,175
-915
64
$743K 0.23%
3,595
-152
65
$720K 0.22%
6,441
+1,594
66
$717K 0.22%
2,213
67
$681K 0.21%
4,747
+1,832
68
$656K 0.2%
7,322
-1,300
69
$618K 0.19%
668
+20
70
$581K 0.18%
11,238
+1,350
71
$577K 0.18%
1,114
72
$554K 0.17%
7,100
-1,000
73
$548K 0.17%
1,700
74
$525K 0.16%
2,058
75
$464K 0.14%
2,202