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
$345M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$9.72M
2 +$7.05M
3 +$3.58M
4
AAPL icon
Apple
AAPL
+$2.37M
5
PHM icon
Pultegroup
PHM
+$792K

Top Sells

1 +$3.39M
2 +$1.24M
3 +$818K
4
NFLX icon
Netflix
NFLX
+$563K
5
MNST icon
Monster Beverage
MNST
+$517K

Sector Composition

1 Technology 33.75%
2 Consumer Staples 13.3%
3 Consumer Discretionary 11.5%
4 Communication Services 10.9%
5 Healthcare 10.07%