KC
Knuff & Co Portfolio holdings
AUM
$317M
This Quarter Return
+5.65%
1 Year Return
+22.9%
3 Year Return
+94.83%
5 Year Return
+149.96%
10 Year Return
–
AUM
$141M
AUM Growth
+$141M
(+7.9%)
Cap. Flow
+$4.2M
Cap. Flow
% of AUM
2.99%
Top 10 Holdings %
Top 10 Hldgs %
50.93%
Holding
137
New
4
Increased
47
Reduced
18
Closed
16
Top Buys
| 1 |
Etsy
ETSY
|
$1.39M |
| 2 |
Microsoft
MSFT
|
$781K |
| 3 |
Walt Disney
DIS
|
$710K |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$684K |
| 5 |
Garrett Motion
GTX
|
$450K |
Top Sells
| 1 |
Coterra Energy
CTRA
|
$587K |
| 2 |
BHBK
Blue Hills Bancorp, Inc.
BHBK
|
$286K |
| 3 |
Community Bank
CBU
|
$239K |
| 4 |
Arista Networks
ANET
|
$220K |
| 5 |
Appian
APPN
|
$201K |
Sector Composition
| 1 | Consumer Staples | 18.2% |
| 2 | Industrials | 17.31% |
| 3 | Technology | 15.05% |
| 4 | Healthcare | 13.51% |
| 5 | Communication Services | 9.08% |
