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
$243M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.59M
3
+$1.58M
4
DXCM icon
DexCom
DXCM
+$1.49M
5
COHR icon
Coherent
COHR
+$1.46M

Top Sells

1
+$878K
2
+$611K
3
+$390K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$306K
5
PFE icon
Pfizer
PFE
+$293K

Sector Composition

1 Technology 27.95%
2 Healthcare 15.21%
3 Consumer Staples 14.39%
4 Consumer Discretionary 10.54%
5 Industrials 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$213K 0.09%
+22,000
77
$212K 0.09%
1,795
+32
78
$211K 0.09%
930
79
$201K 0.08%
1,735
+377
80
$183K 0.08%
1,846
+30
81
$167K 0.07%
2,960
-1,180
82
$164K 0.07%
600
83
$148K 0.06%
+250
84
$145K 0.06%
2,120
+300
85
$142K 0.06%
11,000
86
$134K 0.06%
2,000
87
$130K 0.05%
+711
88
$130K 0.05%
1,000
89
$125K 0.05%
400
90
$124K 0.05%
1,290
91
$121K 0.05%
2,425
92
$120K 0.05%
1,754
93
$117K 0.05%
2,000
94
$116K 0.05%
800
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95
$116K 0.05%
1,527
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96
$108K 0.04%
910
97
$98K 0.04%
260
-61
98
$93K 0.04%
2,085
-1,692
99
$93K 0.04%
275
100
$92K 0.04%
3,050
2 3
4
5 6