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
$212M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$965K
3
+$858K
4
AMT icon
American Tower
AMT
+$846K
5
AAPL icon
Apple
AAPL
+$800K

Top Sells

1
+$828K
2
+$247K
3
+$144K
4
KMI icon
Kinder Morgan
KMI
+$90K
5
MBB icon
iShares MBS ETF
MBB
+$65.7K

Sector Composition

1 Technology 26.2%
2 Healthcare 16.35%
3 Consumer Staples 16.01%
4 Consumer Discretionary 10.31%
5 Industrials 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$74K 0.03%
+1,292
102
$73K 0.03%
3,050
+750
103
$70K 0.03%
700
+400
104
$69K 0.03%
+1,865
105
$65K 0.03%
1,250
106
$64K 0.03%
+700
107
$64K 0.03%
1,380
108
$63K 0.03%
600
109
$62K 0.03%
1,000
110
$60K 0.03%
+530
111
$58K 0.03%
413
112
$58K 0.03%
695
113
$58K 0.03%
+736
114
$57K 0.03%
5,400
115
$53K 0.03%
320
116
$53K 0.03%
+1,300
117
$46K 0.02%
395
118
$45K 0.02%
764
-762
119
$42K 0.02%
900
120
$42K 0.02%
+598
121
$40K 0.02%
177
+87
122
$40K 0.02%
100
123
$39K 0.02%
+250
124
$39K 0.02%
551
125
$38K 0.02%
800
3 4
5
6 7