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
$137M
AUM Growth
-$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.09M
3
+$1.08M
4
TDOC icon
Teladoc Health
TDOC
+$913K
5
EA icon
Electronic Arts
EA
+$783K

Top Sells

1
+$1.99M
2
+$1.83M
3
+$1.74M
4
STZ icon
Constellation Brands
STZ
+$1.23M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$950K

Sector Composition

1 Technology 20.28%
2 Consumer Staples 17.88%
3 Healthcare 16.75%
4 Industrials 11.72%
5 Communication Services 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$46K 0.03%
+1,700
102
$45K 0.03%
1,200
+300
103
$43K 0.03%
+1,500
104
$42K 0.03%
395
105
$40K 0.03%
14,014
-45,200
106
$40K 0.03%
+275
107
$38K 0.03%
800
108
$35K 0.03%
250
-250
109
$34K 0.02%
+5,120
110
$34K 0.02%
535
-835
111
$32K 0.02%
+1,700
112
$31K 0.02%
900
113
$29K 0.02%
400
-3,925
114
$29K 0.02%
1,500
+900
115
$29K 0.02%
995
116
$28K 0.02%
800
117
$27K 0.02%
900
+818
118
$27K 0.02%
620
119
$25K 0.02%
+180
120
$25K 0.02%
200
-200
121
$25K 0.02%
285
122
$25K 0.02%
150
-50
123
$25K 0.02%
168
124
$23K 0.02%
650
125
$22K 0.02%
+300
3 4
5
6 7