KC
Knuff & Co Portfolio holdings
AUM
$317M
This Quarter Return
+17.15%
1 Year Return
+22.9%
3 Year Return
+94.83%
5 Year Return
+149.96%
10 Year Return
–
AUM
$130M
AUM Growth
+$130M
(+28%)
Cap. Flow
+$13M
Cap. Flow
% of AUM
9.96%
Top 10 Holdings %
Top 10 Hldgs %
52.16%
Holding
150
New
18
Increased
55
Reduced
15
Closed
17
Top Buys
| 1 |
Trade Desk
TTD
|
$1.85M |
| 2 |
Illumina
ILMN
|
$1.84M |
| 3 |
Okta
OKTA
|
$1.13M |
| 4 |
NextEra Energy, Inc.
NEE
|
$732K |
| 5 |
Constellation Brands
STZ
|
$728K |
Top Sells
| 1 |
Skyworks Solutions
SWKS
|
$614K |
| 2 |
Linde
LIN
|
$515K |
| 3 |
MetLife
MET
|
$207K |
| 4 |
Coterra Energy
CTRA
|
$191K |
| 5 |
Dell
DELL
|
$148K |
Sector Composition
| 1 | Consumer Staples | 18.53% |
| 2 | Industrials | 18.46% |
| 3 | Technology | 14.67% |
| 4 | Healthcare | 13.56% |
| 5 | Communication Services | 8.26% |
