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
$211M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$1.75M
3
+$1.51M
4
IEO icon
iShares US Oil & Gas Exploration & Production ETF
IEO
+$571K
5
AWK icon
American Water Works
AWK
+$255K

Top Sells

1
+$1.58M
2
+$1.45M
3
+$1.36M
4
DXCM icon
DexCom
DXCM
+$1.19M
5
CRM icon
Salesforce
CRM
+$1.04M

Sector Composition

1 Technology 27.32%
2 Consumer Staples 15.42%
3 Healthcare 14.16%
4 Communication Services 9.85%
5 Industrials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$61K 0.03%
500
102
$57K 0.03%
1,900
-50
103
$56K 0.03%
300
104
$53K 0.03%
552
-798
105
$53K 0.03%
507
106
$50K 0.02%
1,000
107
$49K 0.02%
190
108
$45K 0.02%
200
109
$45K 0.02%
300
110
$41K 0.02%
251
-20
111
$41K 0.02%
126
+1
112
$40K 0.02%
644
113
$38K 0.02%
576
114
$36K 0.02%
100
115
$33K 0.02%
+1,125
116
$31K 0.01%
765
-920
117
$29K 0.01%
160
118
$27K 0.01%
100
119
$24K 0.01%
200
120
$22K 0.01%
155
121
$22K 0.01%
100
122
$17K 0.01%
215
-165
123
$16K 0.01%
200
-100
124
$15K 0.01%
27
125
$15K 0.01%
+2,000
2 3 4
5
6