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
$137M
AUM Growth
-$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.09M
3
+$1.08M
4
TDOC icon
Teladoc Health
TDOC
+$913K
5
EA icon
Electronic Arts
EA
+$783K

Top Sells

1
+$1.99M
2
+$1.83M
3
+$1.74M
4
STZ icon
Constellation Brands
STZ
+$1.23M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$950K

Sector Composition

1 Technology 20.28%
2 Consumer Staples 17.88%
3 Healthcare 16.75%
4 Industrials 11.72%
5 Communication Services 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$156K 0.11%
2,000
77
$155K 0.11%
4,600
-600
78
$146K 0.11%
5,100
+100
79
$143K 0.1%
1,540
+275
80
$122K 0.09%
1,039
81
$121K 0.09%
+600
82
$100K 0.07%
2,000
83
$98K 0.07%
2,200
84
$97K 0.07%
1,290
+150
85
$96K 0.07%
868
86
$94K 0.07%
+10,250
87
$80K 0.06%
1,000
88
$76K 0.06%
400
89
$75K 0.05%
240
90
$65K 0.05%
910
91
$64K 0.05%
2,000
-825
92
$63K 0.05%
800
93
$61K 0.04%
300
94
$59K 0.04%
1,244
95
$56K 0.04%
1,420
-100
96
$56K 0.04%
950
+350
97
$53K 0.04%
1,200
+400
98
$53K 0.04%
600
99
$49K 0.04%
2,300
-1,000
100
$48K 0.03%
+1,000
2 3
4
5 6