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
$235M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$4.82M
2
+$2.7M
3
+$1.24M
4
AMZN icon
Amazon
AMZN
+$408K
5
NFLX icon
Netflix
NFLX
+$171K

Top Sells

1
+$1.67M
2
+$145K
3
+$71.1K
4
PG icon
Procter & Gamble
PG
+$66.2K
5
DE icon
Deere & Co
DE
+$63.9K

Sector Composition

1 Technology 24.72%
2 Consumer Staples 15.88%
3 Healthcare 14.9%
4 Communication Services 8.97%
5 Industrials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$224K 0.1%
1,425
77
$216K 0.09%
1,213
78
$212K 0.09%
876
79
$185K 0.08%
600
80
$183K 0.08%
800
81
$183K 0.08%
1,773
82
$165K 0.07%
425
83
$154K 0.07%
972
-100
84
$147K 0.06%
1,577
+1,025
85
$138K 0.06%
940
86
$137K 0.06%
2,000
87
$118K 0.05%
3,550
+400
88
$117K 0.05%
1,750
89
$114K 0.05%
14,000
90
$105K 0.04%
1,960
91
$101K 0.04%
2,000
92
$98.6K 0.04%
413
93
$95.6K 0.04%
5,290
94
$91.9K 0.04%
2,033
+133
95
$91.3K 0.04%
610
96
$87.4K 0.04%
775
97
$77.8K 0.03%
625
98
$72K 0.03%
496
-4
99
$67.9K 0.03%
500
100
$65K 0.03%
2,000
2 3
4
5 6