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
$234M
AUM Growth
-$8.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$811K
3
+$790K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$708K
5
MRNA icon
Moderna
MRNA
+$673K

Top Sells

1
+$2.24M
2
+$956K
3
+$625K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$507K
5
BMY icon
Bristol-Myers Squibb
BMY
+$430K

Sector Composition

1 Technology 24.75%
2 Healthcare 15.19%
3 Consumer Staples 14.26%
4 Industrials 11.46%
5 Consumer Discretionary 11.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$198K 0.08%
22,000
77
$182K 0.08%
452
+325
78
$176K 0.08%
1,846
79
$169K 0.07%
600
80
$167K 0.07%
+32,154
81
$166K 0.07%
+2,277
82
$156K 0.07%
2,000
83
$148K 0.06%
940
-14,208
84
$143K 0.06%
796
+85
85
$136K 0.06%
1,072
-663
86
$133K 0.06%
1,000
87
$122K 0.05%
3,150
+100
88
$117K 0.05%
2,000
89
$116K 0.05%
1,754
90
$111K 0.05%
800
91
$109K 0.05%
1,095
-195
92
$107K 0.05%
1,528
+1
93
$101K 0.04%
6,090
-400
94
$98K 0.04%
1,300
-820
95
$96K 0.04%
1,170
96
$93K 0.04%
1,795
97
$89K 0.04%
1,208
98
$89K 0.04%
450
+25
99
$88K 0.04%
586
+10
100
$88K 0.04%
275
2 3
4
5 6