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
$298M
AUM Growth
-$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$1.16M
3
+$684K
4
BABA icon
Alibaba
BABA
+$663K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$541K

Top Sells

1
+$3.28M
2
+$2.9M
3
+$2.51M
4
SWKS icon
Skyworks Solutions
SWKS
+$2.28M
5
GS icon
Goldman Sachs
GS
+$1.48M

Sector Composition

1 Technology 29.89%
2 Consumer Staples 14.16%
3 Communication Services 11.39%
4 Healthcare 10.66%
5 Consumer Discretionary 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$92.7K 0.03%
+250
102
$80.6K 0.03%
+1,586
103
$80.2K 0.03%
677
-381
104
$78.3K 0.03%
309
105
$77.6K 0.03%
+400
106
$70.2K 0.02%
735
107
$70.2K 0.02%
+1,005
108
$67.1K 0.02%
325
109
$63.8K 0.02%
1,093
-15
110
$56.3K 0.02%
167
111
$55.8K 0.02%
160
112
$55.5K 0.02%
275
113
$54.3K 0.02%
262
-82
114
$52.7K 0.02%
169
+22
115
$48.7K 0.02%
+902
116
$48.6K 0.02%
220
117
$47.8K 0.02%
+305
118
$47.6K 0.02%
300
119
$47.4K 0.02%
700
120
$46K 0.02%
700
121
$42.7K 0.01%
546
-60
122
$42.3K 0.01%
290
-60
123
$40.7K 0.01%
192
-750
124
$38.2K 0.01%
144
125
$38.1K 0.01%
200
-56
3 4
5
6 7