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KC
Knuff & Co Portfolio holdings
AUM
$332M
1-Year Est. Return
21.75%
This Fund
S&P 500
This Quarter
Est. Return
+7.77%
1 Year Est. Return
+21.75%
3 Year Est. Return
+73.7%
5 Year Est. Return
+109.83%
10 Year Est. Return
–
AUM
$345M
AUM Growth
+$27.6M
(+8.7%)
Cap. Flow
+$13.1M
Cap. Flow
% of AUM
3.79%
Top 10 Holdings %
Top 10 Hldgs %
50.67%
Holding
133
New
9
Increased
29
Reduced
34
Closed
10
Top Buys
| 1 |
NVO
Novo Nordisk
NVO
|
+$7.44M |
| 2 |
Alibaba
BABA
|
+$7.13M |
| 3 |
MongoDB
MDB
|
+$2.96M |
| 4 |
Apple
AAPL
|
+$2.1M |
| 5 |
Pultegroup
PHM
|
+$744K |
Top Sells
| 1 |
Trade Desk
TTD
|
+$4.39M |
| 2 |
iShares Russell Mid-Cap ETF
IWR
|
+$1.24M |
| 3 |
Fidelity National Information Services
FIS
|
+$904K |
| 4 |
Netflix
NFLX
|
+$574K |
| 5 |
Monster Beverage
MNST
|
+$480K |
Sector Composition
| 1 | Technology | 33.74% |
| 2 | Consumer Staples | 13.3% |
| 3 | Consumer Discretionary | 11.5% |
| 4 | Communication Services | 10.9% |
| 5 | Healthcare | 10.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
VeriSign
VRSN
$25B
| $1.11M | 0.32% |
3,979
+751
| +23% | +$210K |
|
52
Waste Management
WM
$97.3B
| $1.04M | 0.3% |
4,704
+415
| +10% | +$93.5K |
|
53
Danaher
DHR
$145B
| $969K | 0.28% |
4,889
-1,246
| -20% | -$248K |
|
54
Merck
MRK
$315B
| $926K | 0.27% |
11,038
-650
| -6% | -$53.5K |
|
55
Union Pacific
UNP
$178B
| $865K | 0.25% |
3,660
| – | – |
|
56
Starbucks
SBUX
$124B
| $854K | 0.25% |
10,095
+693
| +7% | +$62K |
|
57
Abbott
ABT
$172B
| $852K | 0.25% |
6,362
-3,140
| -33% | -$412K |
|
58
Mastercard
MA
$487B
| $845K | 0.24% |
1,486
| – | – |
|
59
Cummins
CMI
$89.4B
| $830K | 0.24% |
1,965
-147
| -7% | -$56.4K |
|
60
JPMorgan Chase
JPM
$912B
| $747K | 0.22% |
2,369
| – | – |
|
61
Salesforce
CRM
$141B
| $689K | 0.2% |
2,908
-2
| -0.1% | -$504 |
|
62
SPDR Gold Trust
GLD
$129B
| $617K | 0.18% |
1,735
+150
| +9% | +$47.8K |
|
63
Veralto
VLTO
$23.1B
| $563K | 0.16% |
5,283
| – | – |
|
64
Amgen
AMGN
$201B
| $508K | 0.15% |
1,800
| – | – |
|
65
Monolithic Power Systems
MPWR
$64.1B
| $506K | 0.15% |
550
+35
| +7% | +$28.4K |
|
66
PepsiCo
PEP
$190B
| $506K | 0.15% |
3,602
-380
| -10% | -$54.3K |
|
67
Bristol-Myers Squibb
BMY
$124B
| $484K | 0.14% |
10,738
-3,110
| -22% | -$145K |
|
68
Progressive
PGR
$120B
| $448K | 0.13% |
1,816
| – | – |
|
69
Nike
NKE
$66B
| $398K | 0.12% |
5,713
+1,488
| +35% | +$111K |
|
70
ServiceNow
NOW
$107B
| $391K | 0.11% |
2,125
| – | – |
|
71
iShares Core US Aggregate Bond ETF
AGG
$138B
| $381K | 0.11% |
+3,805
| New | +$378K |
|
72
GE HealthCare
GEHC
$29.9B
| $376K | 0.11% |
5,011
+200
| +4% | +$14.9K |
|
73
Duke Energy
DUK
$98.3B
| $354K | 0.1% |
2,858
| – | – |
|
74
ASML
ASML
$686B
| $351K | 0.1% |
363
+313
| +626% | +$246K |
|
75
TJX Companies
TJX
$171B
| $344K | 0.1% |
2,380
+836
| +54% | +$111K |
|
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