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
$130M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.84M
3
+$1.13M
4
NEE icon
NextEra Energy
NEE
+$732K
5
STZ icon
Constellation Brands
STZ
+$728K

Top Sells

1
+$614K
2
+$515K
3
+$207K
4
CTRA icon
Coterra Energy
CTRA
+$191K
5
DELL icon
Dell
DELL
+$148K

Sector Composition

1 Consumer Staples 18.53%
2 Industrials 18.46%
3 Technology 14.67%
4 Healthcare 13.56%
5 Communication Services 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$7K 0.01%
+15,000
127
$5K ﹤0.01%
500
128
$5K ﹤0.01%
80
129
$3K ﹤0.01%
78
130
$3K ﹤0.01%
46
131
$3K ﹤0.01%
156
132
$3K ﹤0.01%
165
133
$2K ﹤0.01%
82
134
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135
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138
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144
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150
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6