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
$274M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$620K
3
+$460K
4
BABA icon
Alibaba
BABA
+$419K
5
MPWR icon
Monolithic Power Systems
MPWR
+$409K

Top Sells

1
+$1.23M
2
+$1.08M
3
+$716K
4
ALB icon
Albemarle
ALB
+$563K
5
KVUE icon
Kenvue
KVUE
+$372K

Sector Composition

1 Technology 30.78%
2 Consumer Staples 13.69%
3 Communication Services 11.1%
4 Healthcare 10.79%
5 Consumer Discretionary 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$297K 0.11%
1,238
77
$289K 0.11%
1,816
78
$277K 0.1%
1,146
+75
79
$269K 0.1%
1,711
-6,856
80
$258K 0.09%
2,600
-700
81
$224K 0.08%
1,250
82
$213K 0.08%
22,000
83
$211K 0.08%
949
84
$204K 0.07%
9,484
-17,263
85
$191K 0.07%
1,000
86
$166K 0.06%
840
87
$152K 0.06%
1,567
88
$140K 0.05%
2,268
89
$128K 0.05%
1,370
+760
90
$127K 0.05%
+613
91
$127K 0.05%
1,001
92
$107K 0.04%
800
93
$103K 0.04%
250
+150
94
$96.2K 0.04%
413
95
$86.9K 0.03%
+1,056
96
$86.6K 0.03%
450
97
$80.2K 0.03%
1,014
+576
98
$68.2K 0.02%
500
99
$66.7K 0.02%
190
100
$60.4K 0.02%
644
2 3
4
5 6