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
$182M
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.91M
3
+$1.87M
4
PEP icon
PepsiCo
PEP
+$1.84M
5
EA icon
Electronic Arts
EA
+$1.76M

Top Sells

1
+$6.24M
2
+$2.03M
3
+$1.48M
4
CMI icon
Cummins
CMI
+$713K
5
QCOM icon
Qualcomm
QCOM
+$543K

Sector Composition

1 Technology 23.44%
2 Healthcare 17.05%
3 Consumer Staples 16.29%
4 Industrials 10.36%
5 Consumer Discretionary 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$57K 0.03%
+695
102
$55K 0.03%
1,380
+180
103
$55K 0.03%
2,300
104
$54K 0.03%
+5,400
105
$46K 0.03%
395
106
$43K 0.02%
+445
107
$43K 0.02%
+140
108
$43K 0.02%
320
+35
109
$41K 0.02%
800
110
$41K 0.02%
250
111
$39K 0.02%
100
-140
112
$39K 0.02%
+1,200
113
$38K 0.02%
2,000
+300
114
$37K 0.02%
535
115
$36K 0.02%
400
116
$35K 0.02%
900
117
$34K 0.02%
1,000
-3,600
118
$34K 0.02%
551
+351
119
$32K 0.02%
168
120
$31K 0.02%
800
121
$30K 0.02%
137
+87
122
$30K 0.02%
200
123
$29K 0.02%
650
124
$28K 0.02%
150
125
$28K 0.02%
300
+197
3 4
5
6 7