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
$145M
AUM Growth
+$4.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$960K
2
+$443K
3
+$419K
4
JPM icon
JPMorgan Chase
JPM
+$404K
5
OKTA icon
Okta
OKTA
+$293K

Top Sells

1
+$632K
2
+$601K
3
+$259K
4
NVDA icon
NVIDIA
NVDA
+$188K
5
MNST icon
Monster Beverage
MNST
+$162K

Sector Composition

1 Consumer Staples 19.45%
2 Industrials 16.59%
3 Technology 15.58%
4 Healthcare 12.41%
5 Communication Services 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$43K 0.03%
+800
102
$41K 0.03%
820
-180
103
$41K 0.03%
1,450
104
$38K 0.03%
+995
105
$38K 0.03%
150
106
$38K 0.03%
+1,000
107
$36K 0.02%
+900
108
$35K 0.02%
+620
109
$35K 0.02%
+3,000
110
$33K 0.02%
+1,000
111
$31K 0.02%
285
112
$31K 0.02%
+255
113
$30K 0.02%
+200
114
$30K 0.02%
+662
115
$29K 0.02%
+800
116
$29K 0.02%
+200
117
$28K 0.02%
+600
118
$27K 0.02%
+3,000
119
$27K 0.02%
+700
120
$27K 0.02%
+800
121
$27K 0.02%
800
122
$27K 0.02%
+309
123
$26K 0.02%
+136
124
$25K 0.02%
+300
125
$25K 0.02%
+1,300
3 4
5
6 7