KC
Knuff & Co Portfolio holdings
AUM
$345M
1-Year Est. Return
22.99%
1 Year Est. Return
+22.99%
AUM
$345M
AUM Growth
+$27.6M
(+8.7%)
Holding
130
Top Buys
| 1 | +$9.72M | |
| 2 | +$7.05M | |
| 3 | +$3.58M | |
| 4 |
Apple
AAPL
|
+$2.37M |
| 5 |
Pultegroup
PHM
|
+$792K |
Top Sells
| 1 | +$3.39M | |
| 2 | +$1.24M | |
| 3 | +$818K | |
| 4 |
Netflix
NFLX
|
+$563K |
| 5 |
Monster Beverage
MNST
|
+$517K |
Sector Composition
| 1 | Technology | 33.75% |
| 2 | Consumer Staples | 13.3% |
| 3 | Consumer Discretionary | 11.5% |
| 4 | Communication Services | 10.9% |
| 5 | Healthcare | 10.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
FISV
126
Fiserv Inc
FISV
$33.7B
| – | – |
-220
|
|
||
127
iShares Russell Mid-Cap ETF
IWR
$45.6B
| – | – |
-13,437
|
|
||
128
Lockheed Martin
LMT
$102B
| – | – |
-598
|
|
||
129
J.M. Smucker
SJM
$11B
| – | – |
-677
|
|