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KC
Knuff & Co Portfolio holdings
AUM
$332M
1-Year Est. Return
21.75%
This Fund
S&P 500
This Quarter
Est. Return
+11.36%
1 Year Est. Return
+21.75%
3 Year Est. Return
+73.7%
5 Year Est. Return
+109.83%
10 Year Est. Return
–
AUM
$274M
AUM Growth
+$23.5M
(+9.4%)
Cap. Flow
-$179K
Cap. Flow
% of AUM
-0.07%
Top 10 Holdings %
Top 10 Hldgs %
47.17%
Holding
131
New
11
Increased
37
Reduced
32
Closed
13
Top Buys
| 1 |
Mercado Libre
MELI
|
+$938K |
| 2 |
Etsy
ETSY
|
+$547K |
| 3 |
Alibaba
BABA
|
+$431K |
| 4 |
Align Technology
ALGN
|
+$398K |
| 5 |
Monolithic Power Systems
MPWR
|
+$339K |
Top Sells
| 1 |
Moderna
MRNA
|
+$1.04M |
| 2 |
United Parcel Service
UPS
|
+$1.04M |
| 3 |
InMode
INMD
|
+$716K |
| 4 |
Albemarle
ALB
|
+$536K |
| 5 |
Kenvue
KVUE
|
+$346K |
Sector Composition
| 1 | Technology | 30.77% |
| 2 | Consumer Staples | 13.69% |
| 3 | Communication Services | 11.1% |
| 4 | Healthcare | 10.78% |
| 5 | Consumer Discretionary | 9.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Cummins
CMI
$89.4B
| $297K | 0.11% |
1,238
| – | – |
|
77
Progressive
PGR
$120B
| $289K | 0.11% |
1,816
| – | – |
|
78
Constellation Brands
STZ
$23.2B
| $277K | 0.1% |
1,146
+75
| +7% | +$17.8K |
|
|
79
United Parcel Service
UPS
$99.6B
| $269K | 0.1% |
1,711
-6,856
| -80% | -$1.04M |
|
80
iShares Core US Aggregate Bond ETF
AGG
$138B
| $258K | 0.09% |
2,600
-700
| -21% | -$66.6K |
|
81
Waste Management
WM
$97.3B
| $224K | 0.08% |
1,250
| – | – |
|
82
Garrett Motion
GTX
$5.91B
| $213K | 0.08% |
22,000
| – | – |
|
83
Lowe's Companies
LOW
$121B
| $211K | 0.08% |
949
| – | – |
|
|
84
Kenvue
KVUE
$36.5B
| $204K | 0.07% |
9,484
-17,263
| -65% | -$346K |
|
85
SPDR Gold Trust
GLD
$129B
| $191K | 0.07% |
1,000
| – | – |
|
86
Zoetis
ZTS
$32.2B
| $166K | 0.06% |
840
| – | – |
|
87
Duke Energy
DUK
$98.3B
| $152K | 0.06% |
1,567
| – | – |
|
88
Eversource Energy
ES
$28.2B
| $140K | 0.05% |
2,268
| – | – |
|
89
Morgan Stanley
MS
$343B
| $128K | 0.05% |
1,370
+760
| +125% | +$60.8K |
|
90
Paycom
PAYC
$7.02B
| $127K | 0.05% |
+613
| New | +$130K |
|
91
J.M. Smucker
SJM
$12.2B
| $127K | 0.05% |
1,001
| – | – |
|
92
Prologis
PLD
$140B
| $107K | 0.04% |
800
| – | – |
|
93
Linde
LIN
$241B
| $103K | 0.04% |
250
+150
| +150% | +$59.2K |
|
94
Automatic Data Processing
ADP
$103B
| $96.2K | 0.04% |
413
| – | – |
|
95
Veralto
VLTO
$23.1B
| $86.9K | 0.03% |
+1,056
| New | +$78.8K |
|
96
State Street Technology Select Sector SPDR ETF
XLK
$116B
| $86.6K | 0.03% |
900
| – | – |
|
97
Canadian Pacific Kansas City
CP
$82.5B
| $80.2K | 0.03% |
1,014
+576
| +132% | +$42.2K |
|
98
State Street Health Care Select Sector SPDR ETF
XLV
$41.5B
| $68.2K | 0.02% |
500
| – | – |
|
99
Accenture
ACN
$88.5B
| $66.7K | 0.02% |
190
| – | – |
|
100
TJX Companies
TJX
$171B
| $60.4K | 0.02% |
644
| – | – |
|
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