KC
Knuff & Co Portfolio holdings
AUM
$317M
1-Year Return
22.9%
This Quarter Return
+7.69%
1 Year Return
+22.9%
3 Year Return
+94.83%
5 Year Return
+149.96%
10 Year Return
–
AUM
$328M
AUM Growth
+$19.5M
(+6.3%)
Cap. Flow
-$841K
Cap. Flow
% of AUM
-0.26%
Top 10 Holdings %
Top 10 Hldgs %
48.93%
Holding
140
New
9
Increased
33
Reduced
37
Closed
13
Top Buys
| 1 |
Chipotle Mexican Grill
CMG
|
$3.77M |
| 2 |
SiriusXM
SIRI
|
$1.81M |
| 3 |
Monster Beverage
MNST
|
$974K |
| 4 |
Microsoft
MSFT
|
$481K |
| 5 |
Novo Nordisk
NVO
|
$471K |
Top Sells
| 1 |
DexCom
DXCM
|
$3.44M |
| 2 |
Align Technology
ALGN
|
$1.65M |
| 3 |
Albemarle
ALB
|
$630K |
| 4 |
Alphabet (Google) Class C
GOOG
|
$517K |
| 5 |
Schwab International Equity ETF
SCHF
|
$513K |
Sector Composition
| 1 | Technology | 32.24% |
| 2 | Consumer Staples | 13.33% |
| 3 | Communication Services | 12.29% |
| 4 | Consumer Discretionary | 10.96% |
| 5 | Healthcare | 9.13% |
