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
$243M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.59M
3
+$1.58M
4
DXCM icon
DexCom
DXCM
+$1.49M
5
COHR icon
Coherent
COHR
+$1.46M

Top Sells

1
+$878K
2
+$611K
3
+$390K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$306K
5
PFE icon
Pfizer
PFE
+$293K

Sector Composition

1 Technology 27.95%
2 Healthcare 15.21%
3 Consumer Staples 14.39%
4 Consumer Discretionary 10.54%
5 Industrials 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$91K 0.04%
453
+31
102
$89K 0.04%
6,490
-2,675
103
$88K 0.04%
576
+1
104
$86K 0.04%
1,170
105
$83K 0.03%
1,795
-70
106
$83K 0.03%
1,208
-84
107
$77K 0.03%
906
+170
108
$75K 0.03%
425
+175
109
$74K 0.03%
1,545
+165
110
$73K 0.03%
413
111
$73K 0.03%
1,000
112
$70K 0.03%
700
113
$69K 0.03%
300
114
$68K 0.03%
530
115
$68K 0.03%
600
116
$66K 0.03%
1,200
-1,200
117
$58K 0.02%
695
118
$55K 0.02%
127
+27
119
$54K 0.02%
335
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120
$53K 0.02%
+317
121
$50K 0.02%
190
+13
122
$48K 0.02%
395
123
$47K 0.02%
512
-86
124
$47K 0.02%
553
+2
125
$45K 0.02%
128
+13
3 4
5
6 7