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
$167M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.71M
3
+$1.29M
4
AMZN icon
Amazon
AMZN
+$641K
5
SWKS icon
Skyworks Solutions
SWKS
+$536K

Top Sells

1
+$3.15M
2
+$247K
3
+$228K
4
KDP icon
Keurig Dr Pepper
KDP
+$139K
5
ILMN icon
Illumina
ILMN
+$62.9K

Sector Composition

1 Technology 19.14%
2 Consumer Staples 17.45%
3 Industrials 14.26%
4 Healthcare 12.8%
5 Communication Services 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$29K 0.02%
300
127
$29K 0.02%
255
128
$27K 0.02%
650
129
$27K 0.02%
277
130
$26K 0.02%
700
131
$26K 0.02%
1,300
132
$26K 0.02%
168
133
$26K 0.02%
309
134
$26K 0.02%
200
-40
135
$25K 0.02%
500
136
$25K 0.02%
300
137
$24K 0.01%
338
138
$24K 0.01%
371
139
$24K 0.01%
555
140
$23K 0.01%
235
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$21K 0.01%
78
142
$21K 0.01%
412
143
$20K 0.01%
291
144
$20K 0.01%
600
145
$19K 0.01%
194
146
$18K 0.01%
114
147
$18K 0.01%
200
148
$16K 0.01%
100
149
$15K 0.01%
53
150
$14K 0.01%
163
4 5
6
7 8