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
$167M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.71M
3
+$1.29M
4
AMZN icon
Amazon
AMZN
+$641K
5
SWKS icon
Skyworks Solutions
SWKS
+$536K

Top Sells

1
+$3.15M
2
+$247K
3
+$228K
4
KDP icon
Keurig Dr Pepper
KDP
+$139K
5
ILMN icon
Illumina
ILMN
+$62.9K

Sector Composition

1 Technology 19.14%
2 Consumer Staples 17.45%
3 Industrials 14.26%
4 Healthcare 12.8%
5 Communication Services 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$197K 0.12%
3,400
+2,200
77
$184K 0.11%
650
+500
78
$181K 0.11%
2,000
79
$160K 0.1%
5,675
+4,225
80
$153K 0.09%
2,000
81
$144K 0.09%
1,265
+1,188
82
$138K 0.08%
1,039
83
$118K 0.07%
2,825
84
$116K 0.07%
3,300
+1,000
85
$110K 0.07%
+2,200
86
$110K 0.07%
2,000
87
$102K 0.06%
1,140
+170
88
$101K 0.06%
1,370
+1,300
89
$92K 0.06%
+1,000
90
$90K 0.05%
868
91
$89K 0.05%
800
-500
92
$85K 0.05%
240
+5
93
$85K 0.05%
400
94
$80K 0.05%
850
+770
95
$78K 0.05%
910
96
$76K 0.05%
1,244
+1,000
97
$73K 0.04%
1,520
+700
98
$72K 0.04%
300
99
$71K 0.04%
765
100
$71K 0.04%
1,163
+1,000
2 3
4
5 6