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
$276M
AUM Growth
-$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$1.12M
3
+$1.01M
4
DE icon
Deere & Co
DE
+$613K
5
NUE icon
Nucor
NUE
+$505K

Top Sells

1
+$3.64M
2
+$3.12M
3
+$2.39M
4
AI icon
C3.ai
AI
+$2.27M
5
MSFT icon
Microsoft
MSFT
+$1.78M

Sector Composition

1 Technology 32.29%
2 Consumer Staples 14.03%
3 Healthcare 13.96%
4 Consumer Discretionary 9.29%
5 Industrials 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$94K 0.03%
445
-5
102
$83K 0.03%
530
103
$81K 0.03%
610
104
$77K 0.03%
1,121
105
$68K 0.02%
500
106
$65K 0.02%
507
-1,141
107
$64K 0.02%
190
108
$62K 0.02%
1,950
-150
109
$61K 0.02%
300
110
$54K 0.02%
+98
111
$50K 0.02%
110
112
$48K 0.02%
200
113
$48K 0.02%
576
114
$45K 0.02%
261
+10
115
$43K 0.02%
150
116
$42K 0.02%
380
117
$39K 0.01%
644
-1,110
118
$34K 0.01%
160
119
$34K 0.01%
400
120
$32K 0.01%
275
121
$32K 0.01%
100
122
$29K 0.01%
155
123
$28K 0.01%
100
124
$26K 0.01%
200
-40
125
$21K 0.01%
27
3 4
5
6 7