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
$234M
AUM Growth
-$8.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$811K
3
+$790K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$708K
5
MRNA icon
Moderna
MRNA
+$673K

Top Sells

1
+$2.24M
2
+$956K
3
+$625K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$507K
5
BMY icon
Bristol-Myers Squibb
BMY
+$430K

Sector Composition

1 Technology 24.75%
2 Healthcare 15.19%
3 Consumer Staples 14.26%
4 Industrials 11.46%
5 Consumer Discretionary 11.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$87K 0.04%
1,685
-400
102
$79K 0.03%
1,000
103
$78K 0.03%
610
-300
104
$78K 0.03%
413
105
$75K 0.03%
530
106
$74K 0.03%
700
107
$74K 0.03%
185
-75
108
$70K 0.03%
1,545
109
$70K 0.03%
600
110
$68K 0.03%
496
+418
111
$64K 0.03%
335
112
$62K 0.03%
250
-50
113
$53K 0.02%
200
114
$52K 0.02%
190
115
$47K 0.02%
250
116
$47K 0.02%
1,200
117
$46K 0.02%
251
118
$44K 0.02%
555
+2
119
$42K 0.02%
800
-400
120
$41K 0.02%
350
+35
121
$35K 0.02%
160
122
$35K 0.02%
583
123
$34K 0.01%
150
124
$28K 0.01%
100
125
$27K 0.01%
155
3 4
5
6 7