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
$212M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$965K
3
+$858K
4
AMT icon
American Tower
AMT
+$846K
5
AAPL icon
Apple
AAPL
+$800K

Top Sells

1
+$828K
2
+$247K
3
+$144K
4
KMI icon
Kinder Morgan
KMI
+$90K
5
MBB icon
iShares MBS ETF
MBB
+$65.7K

Sector Composition

1 Technology 26.2%
2 Healthcare 16.35%
3 Consumer Staples 16.01%
4 Consumer Discretionary 10.31%
5 Industrials 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$180K 0.08%
1,867
+202
77
$179K 0.08%
600
78
$179K 0.08%
4,140
+280
79
$172K 0.08%
1,816
+300
80
$157K 0.07%
1,358
+390
81
$149K 0.07%
3,777
+590
82
$133K 0.06%
2,425
+75
83
$129K 0.06%
275
84
$120K 0.06%
1,290
85
$118K 0.06%
2,400
86
$117K 0.06%
+1,005
87
$117K 0.06%
1,000
88
$115K 0.05%
2,000
89
$113K 0.05%
9,165
-7,300
90
$111K 0.05%
400
91
$108K 0.05%
321
+181
92
$106K 0.05%
11,000
93
$106K 0.05%
1,820
+670
94
$98K 0.05%
1,754
+274
95
$97K 0.05%
2,000
96
$92K 0.04%
910
97
$89K 0.04%
422
+285
98
$87K 0.04%
+1,170
99
$83K 0.04%
+575
100
$76K 0.04%
300
2 3
4
5 6