KC

Knuff & Co Portfolio holdings

AUM $317M
1-Year Est. Return 22.9%
This Quarter Est. Return
1 Year Est. Return
+22.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$267M
AUM Growth
-$1.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$710K
3
+$460K
4
AI icon
C3.ai
AI
+$337K
5
ILMN icon
Illumina
ILMN
+$71.5K

Top Sells

1
+$3.9M
2
+$2.56M
3
+$664K
4
VZ icon
Verizon
VZ
+$284K
5
MNST icon
Monster Beverage
MNST
+$283K

Sector Composition

1 Technology 29.51%
2 Healthcare 16.12%
3 Consumer Staples 12.85%
4 Industrials 10.62%
5 Consumer Discretionary 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$209K 0.08%
930
77
$204K 0.08%
3,400
78
$182K 0.07%
940
79
$173K 0.06%
1,538
80
$167K 0.06%
1,846
81
$165K 0.06%
2,000
82
$158K 0.06%
3,900
83
$154K 0.06%
600
84
$149K 0.06%
1,000
85
$134K 0.05%
3,150
86
$131K 0.05%
1,095
87
$129K 0.05%
1,072
88
$116K 0.04%
2,000
89
$116K 0.04%
1,754
90
$103K 0.04%
450
91
$102K 0.04%
6,090
92
$96K 0.04%
610
93
$94K 0.04%
1,795
94
$94K 0.04%
1,208
95
$92K 0.03%
1,685
96
$91K 0.03%
300
97
$90K 0.03%
606
98
$89K 0.03%
1,170
99
$88K 0.03%
700
100
$86K 0.03%
1,000
2 3
4
5 6