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
$298M
AUM Growth
-$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$1.16M
3
+$684K
4
BABA icon
Alibaba
BABA
+$663K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$541K

Top Sells

1
+$3.28M
2
+$2.9M
3
+$2.51M
4
SWKS icon
Skyworks Solutions
SWKS
+$2.28M
5
GS icon
Goldman Sachs
GS
+$1.48M

Sector Composition

1 Technology 29.89%
2 Consumer Staples 14.16%
3 Communication Services 11.39%
4 Healthcare 10.66%
5 Consumer Discretionary 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.11M 0.37%
41,622
-201
52
$1.09M 0.36%
12,105
-318
53
$1.04M 0.35%
13,900
-500
54
$948K 0.32%
15,538
+4,300
55
$921K 0.31%
14,502
-6,425
56
$908K 0.3%
3,844
-1,650
57
$904K 0.3%
1,095
+196
58
$829K 0.28%
10,276
+150
59
$808K 0.27%
8,240
+65
60
$788K 0.26%
2,935
-5
61
$755K 0.25%
1,441
+1,306
62
$682K 0.23%
2,233
63
$662K 0.22%
2,112
-101
64
$595K 0.2%
5,787
+1,290
65
$594K 0.2%
3,964
-2,693
66
$581K 0.2%
2,369
+54
67
$556K 0.19%
10,885
+2,835
68
$537K 0.18%
1,723
69
$532K 0.18%
5,458
-983
70
$514K 0.17%
1,816
71
$513K 0.17%
12,272
+2,765
72
$501K 0.17%
2,163
+1,163
73
$481K 0.16%
860
74
$459K 0.15%
12,890
+11,005
75
$421K 0.14%
8,375
-65,274
1 2
3
4 5