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
$251M
AUM Growth
-$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$1.23M
3
+$537K
4
MELI icon
Mercado Libre
MELI
+$410K
5
MRNA icon
Moderna
MRNA
+$376K

Top Sells

1
+$1.28M
2
+$817K
3
+$727K
4
AMT icon
American Tower
AMT
+$317K
5
PG icon
Procter & Gamble
PG
+$226K

Sector Composition

1 Technology 28.86%
2 Consumer Staples 14.41%
3 Healthcare 11.9%
4 Communication Services 11.09%
5 Industrials 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$283K 0.11%
1,238
+15
77
$269K 0.11%
1,071
-22
78
$253K 0.1%
1,816
79
$238K 0.09%
425
80
$197K 0.08%
949
81
$191K 0.08%
1,250
82
$173K 0.07%
22,000
-2,000
83
$172K 0.07%
4,700
84
$171K 0.07%
1,000
85
$170K 0.07%
600
86
$153K 0.06%
1,567
-975
87
$146K 0.06%
840
-100
88
$138K 0.06%
1,567
89
$132K 0.05%
2,268
-3,005
90
$123K 0.05%
1,001
+29
91
$101K 0.04%
3,100
-3,310
92
$99.4K 0.04%
413
93
$89.8K 0.04%
800
94
$75.4K 0.03%
1,400
-600
95
$75.3K 0.03%
2,750
-800
96
$73.8K 0.03%
450
-50
97
$72.1K 0.03%
1,341
98
$68.2K 0.03%
610
99
$64.4K 0.03%
500
100
$61.7K 0.02%
1,400
-4,734
1 2 3
4
5