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
$182M
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.91M
3
+$1.87M
4
PEP icon
PepsiCo
PEP
+$1.84M
5
EA icon
Electronic Arts
EA
+$1.76M

Top Sells

1
+$6.24M
2
+$2.03M
3
+$1.48M
4
CMI icon
Cummins
CMI
+$713K
5
QCOM icon
Qualcomm
QCOM
+$543K

Sector Composition

1 Technology 23.44%
2 Healthcare 17.05%
3 Consumer Staples 16.29%
4 Industrials 10.36%
5 Consumer Discretionary 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$149K 0.08%
3,187
+1,767
77
$145K 0.08%
+600
78
$144K 0.08%
2,000
79
$141K 0.08%
811
-4,100
80
$124K 0.07%
2,350
+150
81
$121K 0.07%
1,516
+1,216
82
$107K 0.06%
2,400
+1,200
83
$106K 0.06%
11,000
+750
84
$106K 0.06%
1,290
85
$104K 0.06%
1,000
86
$102K 0.06%
2,000
87
$102K 0.06%
968
+100
88
$99K 0.05%
400
89
$89K 0.05%
+1,526
90
$86K 0.05%
2,000
91
$80K 0.04%
910
92
$75K 0.04%
1,150
+200
93
$75K 0.04%
1,480
+236
94
$71K 0.04%
300
95
$70K 0.04%
275
96
$64K 0.04%
+1,250
97
$61K 0.03%
413
+233
98
$60K 0.03%
600
99
$58K 0.03%
1,000
100
$57K 0.03%
+1,166
2 3
4
5 6