KC

Knuff & Co Portfolio holdings

AUM $317M
1-Year Est. Return 22.9%
This Quarter Est. Return
1 Year Est. Return
+22.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$267M
AUM Growth
-$1.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$710K
3
+$460K
4
AI icon
C3.ai
AI
+$337K
5
ILMN icon
Illumina
ILMN
+$71.5K

Top Sells

1
+$3.9M
2
+$2.56M
3
+$664K
4
VZ icon
Verizon
VZ
+$284K
5
MNST icon
Monster Beverage
MNST
+$283K

Sector Composition

1 Technology 29.51%
2 Healthcare 16.12%
3 Consumer Staples 12.85%
4 Industrials 10.62%
5 Consumer Discretionary 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$85K 0.03%
1,000
-300
102
$83K 0.03%
413
103
$80K 0.03%
185
104
$77K 0.03%
530
105
$76K 0.03%
2,100
106
$72K 0.03%
1,545
107
$72K 0.03%
275
108
$68K 0.03%
335
109
$64K 0.02%
500
110
$62K 0.02%
100
111
$61K 0.02%
190
112
$54K 0.02%
+1,121
113
$54K 0.02%
200
114
$53K 0.02%
250
115
$53K 0.02%
1,200
116
$52K 0.02%
251
117
$50K 0.02%
150
118
$49K 0.02%
200
119
$44K 0.02%
350
120
$42K 0.02%
800
121
$41K 0.02%
200
122
$40K 0.02%
+500
123
$37K 0.01%
551
-4
124
$36K 0.01%
150
125
$35K 0.01%
160
+10
3 4
5
6 7