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
$298M
AUM Growth
-$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$1.16M
3
+$684K
4
BABA icon
Alibaba
BABA
+$663K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$541K

Top Sells

1
+$3.28M
2
+$2.9M
3
+$2.51M
4
SWKS icon
Skyworks Solutions
SWKS
+$2.28M
5
GS icon
Goldman Sachs
GS
+$1.48M

Sector Composition

1 Technology 29.89%
2 Consumer Staples 14.16%
3 Communication Services 11.39%
4 Healthcare 10.66%
5 Consumer Discretionary 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$387K 0.13%
667
-709
77
$385K 0.13%
2,340
78
$385K 0.13%
1,335
79
$364K 0.12%
5,000
-3,950
80
$351K 0.12%
916
-198
81
$348K 0.12%
2,852
+1,388
82
$338K 0.11%
425
83
$329K 0.11%
5,402
-1,920
84
$281K 0.09%
500
+400
85
$273K 0.09%
1,000
86
$267K 0.09%
3,528
+731
87
$249K 0.08%
1,000
88
$234K 0.08%
500
-1,306
89
$230K 0.08%
985
-20
90
$205K 0.07%
+399
91
$181K 0.06%
1,000
92
$174K 0.06%
6,140
+2,263
93
$162K 0.05%
900
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94
$153K 0.05%
+800
95
$152K 0.05%
+600
96
$138K 0.05%
297
+25
97
$129K 0.04%
1,056
+83
98
$126K 0.04%
413
99
$102K 0.03%
4,500
-4,000
100
$99.8K 0.03%
2,252
2 3
4
5 6