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
$211M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$1.75M
3
+$1.51M
4
IEO icon
iShares US Oil & Gas Exploration & Production ETF
IEO
+$571K
5
AWK icon
American Water Works
AWK
+$255K

Top Sells

1
+$1.58M
2
+$1.45M
3
+$1.36M
4
DXCM icon
DexCom
DXCM
+$1.19M
5
CRM icon
Salesforce
CRM
+$1.04M

Sector Composition

1 Technology 27.32%
2 Consumer Staples 15.42%
3 Healthcare 14.16%
4 Communication Services 9.85%
5 Industrials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$211K 0.1%
1,816
77
$209K 0.1%
2,002
78
$206K 0.1%
1,213
-241
79
$178K 0.08%
876
80
$173K 0.08%
+800
81
$165K 0.08%
1,773
82
$160K 0.08%
425
83
$147K 0.07%
1,072
84
$140K 0.07%
600
85
$139K 0.07%
940
86
$114K 0.05%
2,000
87
$109K 0.05%
2,000
88
$105K 0.05%
14,000
-1,000
89
$105K 0.05%
1,900
+272
90
$96K 0.05%
1,750
91
$95K 0.05%
3,150
92
$93K 0.04%
413
93
$88K 0.04%
5,290
-800
94
$84K 0.04%
+1,000
95
$79K 0.04%
775
96
$74K 0.04%
625
-75
97
$74K 0.04%
610
98
$70K 0.03%
1,960
+105
99
$64K 0.03%
+2,000
100
$64K 0.03%
500
-30
2 3
4
5 6