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
$145M
AUM Growth
+$4.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$960K
2
+$443K
3
+$419K
4
JPM icon
JPMorgan Chase
JPM
+$404K
5
OKTA icon
Okta
OKTA
+$293K

Top Sells

1
+$632K
2
+$601K
3
+$259K
4
NVDA icon
NVIDIA
NVDA
+$188K
5
MNST icon
Monster Beverage
MNST
+$162K

Sector Composition

1 Consumer Staples 19.45%
2 Industrials 16.59%
3 Technology 15.58%
4 Healthcare 12.41%
5 Communication Services 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$134K 0.09%
2,000
77
$133K 0.09%
+1,300
78
$129K 0.09%
1,039
79
$122K 0.08%
2,415
+950
80
$111K 0.08%
2,000
81
$110K 0.08%
2,825
82
$109K 0.07%
500
-500
83
$95K 0.07%
868
84
$86K 0.06%
1,700
85
$84K 0.06%
235
86
$84K 0.06%
970
87
$76K 0.05%
+400
88
$72K 0.05%
1,300
89
$71K 0.05%
+765
90
$70K 0.05%
910
91
$70K 0.05%
1,200
92
$67K 0.05%
2,300
93
$63K 0.04%
1,400
94
$58K 0.04%
300
+100
95
$58K 0.04%
+2,000
96
$55K 0.04%
395
97
$55K 0.04%
+400
98
$53K 0.04%
400
99
$44K 0.03%
800
100
$43K 0.03%
260
2 3
4
5 6