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
$167M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.71M
3
+$1.29M
4
AMZN icon
Amazon
AMZN
+$641K
5
SWKS icon
Skyworks Solutions
SWKS
+$536K

Top Sells

1
+$3.15M
2
+$247K
3
+$228K
4
KDP icon
Keurig Dr Pepper
KDP
+$139K
5
ILMN icon
Illumina
ILMN
+$62.9K

Sector Composition

1 Technology 19.14%
2 Consumer Staples 17.45%
3 Industrials 14.26%
4 Healthcare 12.8%
5 Communication Services 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$69K 0.04%
1,300
102
$66K 0.04%
+500
103
$61K 0.04%
+600
104
$61K 0.04%
400
105
$51K 0.03%
395
106
$47K 0.03%
800
107
$46K 0.03%
+1,100
108
$45K 0.03%
+600
109
$44K 0.03%
800
110
$41K 0.02%
200
111
$41K 0.02%
995
112
$41K 0.02%
3,000
113
$40K 0.02%
900
-500
114
$40K 0.02%
+200
115
$39K 0.02%
3,000
116
$38K 0.02%
1,000
117
$37K 0.02%
620
118
$36K 0.02%
900
119
$34K 0.02%
1,000
120
$34K 0.02%
285
121
$32K 0.02%
800
122
$31K 0.02%
400
123
$30K 0.02%
800
124
$30K 0.02%
200
125
$29K 0.02%
136
3 4
5
6 7