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
$251M
AUM Growth
-$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$1.23M
3
+$537K
4
MELI icon
Mercado Libre
MELI
+$410K
5
MRNA icon
Moderna
MRNA
+$376K

Top Sells

1
+$1.28M
2
+$817K
3
+$727K
4
AMT icon
American Tower
AMT
+$317K
5
PG icon
Procter & Gamble
PG
+$226K

Sector Composition

1 Technology 28.86%
2 Consumer Staples 14.41%
3 Healthcare 11.9%
4 Communication Services 11.09%
5 Industrials 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$61.6K 0.02%
413
-700
102
$58.4K 0.02%
190
103
$57.2K 0.02%
644
104
$53.8K 0.02%
200
105
$49.8K 0.02%
610
+50
106
$45.7K 0.02%
250
-1
107
$42.9K 0.02%
100
108
$41.7K 0.02%
271
-25
109
$37.2K 0.01%
100
110
$33.2K 0.01%
300
111
$32.6K 0.01%
438
-138
112
$32.3K 0.01%
1,950
-4,200
113
$31.7K 0.01%
575
+75
114
$29.9K 0.01%
162
115
$28.6K 0.01%
100
116
$24.3K 0.01%
2,000
117
$17.5K 0.01%
27
118
$10K ﹤0.01%
541
119
$5.55K ﹤0.01%
11
120
$1.21K ﹤0.01%
10
121
– –
-1,875
122
– –
-5,725
123
– –
-579
124
– –
-1,750
125
– –
-4,091
1 2 3 4
5