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
$222M
AUM Growth
-$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.98M
3
+$928K
4
MELI icon
Mercado Libre
MELI
+$592K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$399K

Top Sells

1
+$2.3M
2
+$2.14M
3
+$1.13M
4
MA icon
Mastercard
MA
+$1.12M
5
OKTA icon
Okta
OKTA
+$1.09M

Sector Composition

1 Technology 30.65%
2 Consumer Staples 16.26%
3 Healthcare 14.51%
4 Communication Services 7.91%
5 Industrials 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$71K 0.03%
1,628
-30
102
$66K 0.03%
1,855
+1,455
103
$64K 0.03%
500
104
$56K 0.03%
1,000
-121
105
$53K 0.02%
190
106
$53K 0.02%
507
107
$52K 0.02%
300
108
$51K 0.02%
1,950
109
$49K 0.02%
200
110
$46K 0.02%
98
111
$44K 0.02%
271
+10
112
$42K 0.02%
300
-145
113
$41K 0.02%
125
-25
114
$40K 0.02%
576
115
$38K 0.02%
100
-10
116
$36K 0.02%
644
117
$34K 0.02%
380
118
$29K 0.01%
160
119
$29K 0.01%
100
120
$28K 0.01%
200
121
$26K 0.01%
155
122
$25K 0.01%
400
123
$23K 0.01%
+300
124
$20K 0.01%
100
125
$16K 0.01%
27
2 3 4
5
6