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
$323M
AUM Growth
+$55.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1 +$9.86M
2 +$5.32M
3 +$2.73M
4
FIS icon
Fidelity National Information Services
FIS
+$2.5M
5
CVX icon
Chevron
CVX
+$2.11M

Top Sells

1 +$5.45M
2 +$664K
3 +$534K
4
PG icon
Procter & Gamble
PG
+$525K
5
VZ icon
Verizon
VZ
+$340K

Sector Composition

1 Technology 32.67%
2 Healthcare 14.11%
3 Consumer Staples 13.57%
4 Industrials 9.9%
5 Consumer Discretionary 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$102K 0.03%
413
102
$102K 0.03%
1,795
103
$102K 0.03%
300
104
$100K 0.03%
606
105
$100K 0.03%
1,208
106
$97K 0.03%
610
107
$97K 0.03%
6,090
108
$92K 0.03%
1,000
109
$83K 0.03%
530
110
$79K 0.02%
190
111
$78K 0.02%
300
-35
112
$73K 0.02%
2,100
113
$70K 0.02%
500
114
$66K 0.02%
100
115
$60K 0.02%
1,121
116
$54K 0.02%
251
117
$54K 0.02%
150
118
$52K 0.02%
110
-75
119
$51K 0.02%
275
120
$45K 0.01%
200
-50
121
$41K 0.01%
+576
122
$41K 0.01%
150
123
$40K 0.01%
150
124
$40K 0.01%
551
125
$39K 0.01%
160