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
$328M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$3.77M
2
+$1.81M
3
+$974K
4
MSFT icon
Microsoft
MSFT
+$481K
5
NVO icon
Novo Nordisk
NVO
+$471K

Top Sells

1
+$3.44M
2
+$1.65M
3
+$630K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$517K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$513K

Sector Composition

1 Technology 32.17%
2 Consumer Staples 13.4%
3 Communication Services 12.29%
4 Consumer Discretionary 10.96%
5 Healthcare 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$461K 0.14%
1,816
77
$457K 0.14%
2,340
78
$412K 0.13%
9,810
+940
79
$384K 0.12%
+1,000
80
$380K 0.12%
425
81
$369K 0.11%
6,650
-6,984
82
$357K 0.11%
7,000
-8,500
83
$352K 0.11%
1,702
84
$316K 0.1%
4,732
+244
85
$302K 0.09%
1,000
86
$288K 0.09%
1,116
87
$287K 0.09%
3,820
+445
88
$272K 0.08%
1,005
+56
89
$258K 0.08%
10,989
-8,654
90
$245K 0.07%
2,420
-180
91
$243K 0.07%
1,000
92
$221K 0.07%
1,000
93
$208K 0.06%
1,000
94
$207K 0.06%
5,138
+125
95
$189K 0.06%
912
96
$182K 0.06%
1,000
97
$157K 0.05%
1,358
98
$128K 0.04%
1,058
+57
99
$122K 0.04%
1,170
-100
100
$119K 0.04%
250
2 3
4
5 6