We are live on
!
Find out more
KC
Knuff & Co Portfolio holdings
AUM
$332M
1-Year Est. Return
21.75%
This Fund
S&P 500
This Quarter
Est. Return
-2.24%
1 Year Est. Return
+21.75%
3 Year Est. Return
+73.7%
5 Year Est. Return
+109.83%
10 Year Est. Return
–
AUM
$332M
AUM Growth
-$7.42M
(-2.2%)
Cap. Flow
+$9.38M
Cap. Flow
% of AUM
2.83%
Top 10 Holdings %
Top 10 Hldgs %
50.51%
Holding
147
New
18
Increased
34
Reduced
43
Closed
13
Top Buys
| 1 |
ServiceNow
NOW
|
+$4.09M |
| 2 |
TSMC
TSM
|
+$3.14M |
| 3 |
NVO
Novo Nordisk
NVO
|
+$3.01M |
| 4 |
QXO
QXO Inc
QXO
|
+$2.85M |
| 5 |
Mercado Libre
MELI
|
+$1.4M |
Top Sells
| 1 |
American Tower
AMT
|
+$2.67M |
| 2 |
Microchip Technology
MCHP
|
+$2.29M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$1.25M |
| 4 |
Amazon
AMZN
|
+$815K |
| 5 |
Celsius Holdings
CELH
|
+$608K |
Sector Composition
| 1 | Technology | 33.65% |
| 2 | Consumer Staples | 12.87% |
| 3 | Industrials | 10.64% |
| 4 | Communication Services | 10.07% |
| 5 | Consumer Discretionary | 9.63% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
CrowdStrike
CRWD
$207B
| $290K | 0.09% |
+2,972
| New | +$315K |
|
77
iShares Core MSCI EAFE ETF
IEFA
$187B
| $253K | 0.08% |
2,797
| – | – |
|
78
GE HealthCare
GEHC
$29.9B
| $250K | 0.08% |
3,511
-1,530
| -30% | -$121K |
|
79
Wabtec
WAB
$44.8B
| $250K | 0.08% |
1,000
-3
| -0.3% | -$725 |
|
80
State Street Multi-Asset Real Return ETF
RLY
$1.2B
| $244K | 0.07% |
+6,740
| New | +$234K |
|
81
IBM
IBM
$206B
| $242K | 0.07% |
1,000
| – | – |
|
82
Chipotle Mexican Grill
CMG
$43.9B
| $229K | 0.07% |
7,155
+2,750
| +62% | +$102K |
|
83
Uber
UBER
$151B
| $216K | 0.07% |
3,000
| – | – |
|
84
Fortune Brands Innovations
FBIN
$6.28B
| $207K | 0.06% |
5,322
| – | – |
|
85
Eli Lilly
LLY
$1.04T
| $203K | 0.06% |
221
-65
| -23% | -$65.9K |
|
86
Accenture
ACN
$88.5B
| $198K | 0.06% |
+1,000
| New | +$233K |
|
87
Valero Energy
VLO
$89.2B
| $198K | 0.06% |
800
| – | – |
|
88
Lowe's Companies
LOW
$121B
| $189K | 0.06% |
800
-149
| -16% | -$38.9K |
|
89
Duke Energy
DUK
$98.3B
| $178K | 0.05% |
1,358
-1,500
| -52% | -$188K |
|
90
Vanguard S&P 500 ETF
VOO
$984B
| $177K | 0.05% |
296
-67
| -18% | -$41.9K |
|
91
Eaton
ETN
$154B
| $162K | 0.05% |
453
-3
| -0.7% | -$1.07K |
|
92
Enbridge
ENB
$123B
| $141K | 0.04% |
2,600
+348
| +15% | +$17.7K |
|
93
Planet Labs
PL
$7.87B
| $140K | 0.04% |
5,000
| – | – |
|
94
Texas Instruments
TXN
$265B
| $136K | 0.04% |
700
| – | – |
|
|
MRSH
95
Marsh
MRSH
$87.8B
| $135K | 0.04% |
+780
| New | +$140K |
|
96
Vanguard FTSE Developed Markets ETF
VEA
$227B
| $133K | 0.04% |
2,081
+1,603
| +335% | +$106K |
|
97
NexGen Energy
NXE
$5.86B
| $131K | 0.04% |
11,250
| – | – |
|
98
Align Technology
ALGN
$12.8B
| $129K | 0.04% |
752
-50
| -6% | -$8.76K |
|
99
Global X US Infrastructure Development ETF
PAVE
$14B
| $127K | 0.04% |
2,500
| – | – |
|
100
Meta Platforms (Facebook)
META
$1.69T
| $120K | 0.04% |
210
-15
| -7% | -$9.61K |
|
Similar funds
3F
JCA
EAM
MM
CPI
PCA
GSCM
RWM