KC
Knuff & Co Portfolio holdings
AUM
$317M
This Quarter Return
+10.9%
1 Year Return
+22.9%
3 Year Return
+94.83%
5 Year Return
+149.96%
10 Year Return
–
AUM
$269M
AUM Growth
+$269M
(+15%)
Cap. Flow
+$9.18M
Cap. Flow
% of AUM
3.41%
Top 10 Holdings %
Top 10 Hldgs %
42.44%
Holding
172
New
21
Increased
32
Reduced
27
Closed
5
Top Buys
| 1 |
Trade Desk
TTD
|
$6.53M |
| 2 |
Moderna
MRNA
|
$2.83M |
| 3 |
Mercado Libre
MELI
|
$480K |
| 4 |
American Water Works
AWK
|
$247K |
| 5 |
Coherent
COHR
|
$236K |
Top Sells
| 1 |
Fastly
FSLY
|
$1.36M |
| 2 |
Electronic Arts
EA
|
$471K |
| 3 |
American Tower
AMT
|
$236K |
| 4 |
PepsiCo
PEP
|
$222K |
| 5 |
XIFR
XPLR Infrastructure, LP
XIFR
|
$166K |
Sector Composition
| 1 | Technology | 28.22% |
| 2 | Healthcare | 15.44% |
| 3 | Consumer Staples | 12.55% |
| 4 | Consumer Discretionary | 10.82% |
| 5 | Industrials | 10.8% |
