KC
Knuff & Co Portfolio holdings
AUM
$317M
This Quarter Return
+13.3%
1 Year Return
+22.9%
3 Year Return
+94.83%
5 Year Return
+149.96%
10 Year Return
–
AUM
$317M
AUM Growth
+$317M
(+6.5%)
Cap. Flow
-$8.56M
Cap. Flow
% of AUM
-2.7%
Top 10 Holdings %
Top 10 Hldgs %
51.35%
Holding
141
New
8
Increased
26
Reduced
54
Closed
19
Top Buys
| 1 |
Celsius Holdings
CELH
|
$4.66M |
| 2 |
JD.com
JD
|
$4.14M |
| 3 |
Novo Nordisk
NVO
|
$3.04M |
| 4 |
VeriSign
VRSN
|
$759K |
| 5 |
Waste Management
WM
|
$486K |
Top Sells
| 1 |
Alibaba
BABA
|
$6.77M |
| 2 |
Thermo Fisher Scientific
TMO
|
$1.44M |
| 3 |
Apple
AAPL
|
$1.31M |
| 4 |
Mercado Libre
MELI
|
$1.18M |
| 5 |
NVIDIA
NVDA
|
$1.13M |
Sector Composition
| 1 | Technology | 31.9% |
| 2 | Consumer Staples | 14.48% |
| 3 | Communication Services | 13.7% |
| 4 | Consumer Discretionary | 9.31% |
| 5 | Healthcare | 9.18% |
