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
$222M
AUM Growth
-$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.98M
3
+$928K
4
MELI icon
Mercado Libre
MELI
+$592K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$399K

Top Sells

1
+$2.3M
2
+$2.14M
3
+$1.13M
4
MA icon
Mastercard
MA
+$1.12M
5
OKTA icon
Okta
OKTA
+$1.09M

Sector Composition

1 Technology 30.65%
2 Consumer Staples 16.26%
3 Healthcare 14.51%
4 Communication Services 7.91%
5 Industrials 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$213K 0.1%
1,337
77
$211K 0.09%
1,816
78
$202K 0.09%
425
79
$201K 0.09%
2,750
-29,292
80
$190K 0.09%
1,773
81
$181K 0.08%
2,000
-12,003
82
$170K 0.08%
876
-135
83
$162K 0.07%
940
84
$151K 0.07%
15,000
85
$144K 0.06%
600
86
$137K 0.06%
1,072
-36
87
$125K 0.06%
1,350
88
$116K 0.05%
2,000
89
$109K 0.05%
1,750
-250
90
$102K 0.05%
6,090
91
$98K 0.04%
3,150
92
$92K 0.04%
514
-6,306
93
$91K 0.04%
775
+60
94
$90K 0.04%
1,800
+1,500
95
$89K 0.04%
700
96
$87K 0.04%
413
97
$73K 0.03%
530
98
$72K 0.03%
610
99
$72K 0.03%
1,685
100
$72K 0.03%
+6,000
2 3
4
5 6