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
$276M
AUM Growth
-$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$1.12M
3
+$1.01M
4
DE icon
Deere & Co
DE
+$613K
5
NUE icon
Nucor
NUE
+$505K

Top Sells

1
+$3.64M
2
+$3.12M
3
+$2.39M
4
AI icon
C3.ai
AI
+$2.27M
5
MSFT icon
Microsoft
MSFT
+$1.78M

Sector Composition

1 Technology 32.29%
2 Consumer Staples 14.03%
3 Healthcare 13.96%
4 Consumer Discretionary 9.29%
5 Industrials 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$298K 0.11%
1,469
77
$273K 0.1%
2,002
78
$246K 0.09%
1,550
79
$237K 0.09%
425
80
$235K 0.09%
1,022
-35
81
$227K 0.08%
+1,337
82
$207K 0.08%
1,011
83
$207K 0.08%
1,816
84
$198K 0.07%
1,773
-893
85
$198K 0.07%
1,658
+100
86
$195K 0.07%
1,029
+526
87
$177K 0.06%
940
88
$150K 0.05%
600
89
$150K 0.05%
1,108
90
$144K 0.05%
2,000
91
$138K 0.05%
15,000
-7,000
92
$137K 0.05%
1,350
+350
93
$131K 0.05%
+1,200
94
$130K 0.05%
3,150
95
$126K 0.05%
2,000
96
$115K 0.04%
6,090
97
$115K 0.04%
715
+15
98
$111K 0.04%
700
-250
99
$94K 0.03%
413
100
$94K 0.03%
1,685
2 3
4
5 6