KC
Knuff & Co Portfolio holdings
AUM
$317M
1-Year Est. Return
22.9%
1 Year Est. Return
+22.9%
AUM
$317M
AUM Growth
+$19.5M
(+6.5%)
Holding
141
Top Buys
| 1 | +$4.66M | |
| 2 | +$4.14M | |
| 3 | +$3.04M | |
| 4 |
VeriSign
VRSN
|
+$759K |
| 5 |
Waste Management
WM
|
+$486K |
Top Sells
| 1 | +$6.77M | |
| 2 | +$1.44M | |
| 3 | +$1.31M | |
| 4 |
Mercado Libre
MELI
|
+$1.18M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
126
iShares Core MSCI Total International Stock ETF
IXUS
$50B
| – | – |
-1,005
|
|
||
127
Marsh & McLennan
MMC
$92.7B
| – | – |
-114
|
|
||
128
Moderna
MRNA
$10.4B
| – | – |
-6,140
|
|
||
129
Invesco QQQ Trust
QQQ
$381B
| – | – |
-500
|
|
||
130
SLB Limited
SLB
$48.3B
| – | – |
-12,272
|
|
||
131
SPDR Portfolio Emerging Markets ETF
SPEM
$14.4B
| – | – |
-739
|
|
||
132
SPDR S&P 500 ETF Trust
SPY
$656B
| – | – |
-860
|
|
||
133
iShares 0-5 Year TIPS Bond ETF
STIP
$12.9B
| – | – |
-257
|
|
||
134
Take-Two Interactive
TTWO
$48.2B
| – | – |
-262
|
|
||
135
UnitedHealth
UNH
$321B
| – | – |
-1,441
|
|
||
136
Vanguard Dividend Appreciation ETF
VIG
$97.4B
| – | – |
-400
|
|
||
137
Vanguard Total Stock Market ETF
VTI
$540B
| – | – |
-135
|
|
||
138
Vanguard Growth ETF
VUG
$193B
| – | – |
-250
|
|
||
139
Corpay
CPAY
$20B
| – | – |
-160
|
|
||
140
Alibaba
BABA
$380B
| – | – |
-51,176
|
|