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
$323M
AUM Growth
+$55.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$9.86M
2
+$5.32M
3
+$2.73M
4
FIS icon
Fidelity National Information Services
FIS
+$2.5M
5
CVX icon
Chevron
CVX
+$2.11M

Top Sells

1
+$5.45M
2
+$664K
3
+$534K
4
PG icon
Procter & Gamble
PG
+$525K
5
VZ icon
Verizon
VZ
+$340K

Sector Composition

1 Technology 32.67%
2 Healthcare 14.11%
3 Consumer Staples 13.57%
4 Industrials 9.9%
5 Consumer Discretionary 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$317K 0.1%
2,002
77
$296K 0.09%
36,920
78
$280K 0.09%
+2,666
79
$276K 0.09%
425
-225
80
$265K 0.08%
1,057
+20
81
$259K 0.08%
1,550
82
$232K 0.07%
22,000
83
$229K 0.07%
940
84
$221K 0.07%
1,011
+81
85
$205K 0.06%
1,558
+20
86
$203K 0.06%
+1,648
87
$186K 0.06%
1,816
-30
88
$183K 0.06%
600
89
$174K 0.05%
2,000
90
$165K 0.05%
950
-50
91
$150K 0.05%
1,108
+36
92
$143K 0.04%
1,025
-70
93
$140K 0.04%
3,150
94
$133K 0.04%
2,000
95
$133K 0.04%
1,754
96
$127K 0.04%
+503
97
$118K 0.04%
700
98
$107K 0.03%
1,685
99
$104K 0.03%
450
100
$103K 0.03%
1,000
2 3
4
5 6