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
$274M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$620K
3
+$460K
4
BABA icon
Alibaba
BABA
+$419K
5
MPWR icon
Monolithic Power Systems
MPWR
+$409K

Top Sells

1
+$1.23M
2
+$1.08M
3
+$716K
4
ALB icon
Albemarle
ALB
+$563K
5
KVUE icon
Kenvue
KVUE
+$372K

Sector Composition

1 Technology 30.78%
2 Consumer Staples 13.69%
3 Communication Services 11.1%
4 Healthcare 10.79%
5 Consumer Discretionary 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$57.6K 0.02%
200
102
$54.6K 0.02%
+275
103
$50.3K 0.02%
+400
104
$47.8K 0.02%
100
105
$44.5K 0.02%
256
-15
106
$42.7K 0.02%
300
107
$39.7K 0.01%
+200
108
$37.2K 0.01%
700
-700
109
$34K 0.01%
162
110
$32.5K 0.01%
40
+13
111
$31K 0.01%
100
112
$30.5K 0.01%
700
-700
113
$24K 0.01%
+80
114
$23.7K 0.01%
+80
115
$23.6K 0.01%
+350
116
$22.3K 0.01%
442
-899
117
$5.79K ﹤0.01%
11
118
– –
-413
119
– –
-10
120
– –
-2,000
121
– –
-541
122
– –
-610
123
– –
-600
124
– –
-250
125
– –
-2,750
2 3 4
5
6