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
$317M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1 +$4.66M
2 +$4.14M
3 +$3.04M
4
VRSN icon
VeriSign
VRSN
+$759K
5
WM icon
Waste Management
WM
+$486K

Top Sells

1 +$6.77M
2 +$1.44M
3 +$1.31M
4
MELI icon
Mercado Libre
MELI
+$1.18M
5
NVDA icon
NVIDIA
NVDA
+$1.13M

Sector Composition

1 Technology 31.9%
2 Consumer Staples 14.48%
3 Communication Services 13.7%
4 Consumer Discretionary 9.31%
5 Healthcare 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SPXU icon
101
ProShares UltraPro Short S&P 500
SPXU
$371M
$67.2K 0.02%
+1,000
SJM icon
102
J.M. Smucker
SJM
$11.1B
$66.5K 0.02%
677
ADI icon
103
Analog Devices
ADI
$148B
$65.5K 0.02%
275
IVV icon
104
iShares Core S&P 500 ETF
IVV
$762B
$62.1K 0.02%
100
-400
PM icon
105
Philip Morris
PM
$269B
$54.6K 0.02%
300
TRMB icon
106
Trimble
TRMB
$19B
$53.2K 0.02%
700
EBAY icon
107
eBay
EBAY
$43.4B
$52.1K 0.02%
700
SCHW icon
108
Charles Schwab
SCHW
$183B
$49.8K 0.02%
546
META icon
109
Meta Platforms (Facebook)
META
$1.56T
$44.3K 0.01%
+60
ACN icon
110
Accenture
ACN
$177B
$43.9K 0.01%
147
-22
ASML icon
111
ASML
ASML
$517B
$40.1K 0.01%
50
ETN icon
112
Eaton
ETN
$130B
$39.6K 0.01%
111
XLV icon
113
State Street Health Care Select Sector SPDR ETF
XLV
$41.3B
$39.1K 0.01%
290
IVE icon
114
iShares S&P 500 Value ETF
IVE
$49.4B
$39.1K 0.01%
200
FISV
115
Fiserv Inc
FISV
$35.9B
$37.9K 0.01%
220
HON icon
116
Honeywell
HON
$137B
$37.7K 0.01%
162
-30
VEA icon
117
Vanguard FTSE Developed Markets ETF
VEA
$201B
$33.4K 0.01%
586
-1,000
ICE icon
118
Intercontinental Exchange
ICE
$98.6B
$32.1K 0.01%
175
+74
SYK icon
119
Stryker
SYK
$137B
$31.6K 0.01%
80
QUS icon
120
State Street SPDR MSCI USA StrategicFactors ETF
QUS
$1.56B
$30.7K 0.01%
188
-117
SPOT icon
121
Spotify
SPOT
$105B
$26.9K 0.01%
+35
BABA icon
122
Alibaba
BABA
$408B
-51,176
FLOT icon
123
iShares Floating Rate Bond ETF
FLOT
$9B
-10,885
IEMG icon
124
iShares Core MSCI Emerging Markets ETF
IEMG
$129B
-902
IJH icon
125
iShares Core S&P Mid-Cap ETF
IJH
$109B
-1,093