KC
Knuff & Co Portfolio holdings
AUM
$317M
1-Year Return
22.9%
This Quarter Return
+9.87%
1 Year Return
+22.9%
3 Year Return
+94.83%
5 Year Return
+149.96%
10 Year Return
–
AUM
$167M
AUM Growth
+$21.7M
(+15%)
Cap. Flow
+$11.1M
Cap. Flow
% of AUM
6.64%
Top 10 Holdings %
Top 10 Hldgs %
48.36%
Holding
191
New
9
Increased
62
Reduced
14
Closed
18
Top Buys
| 1 |
Bristol-Myers Squibb
BMY
|
$2.18M |
| 2 |
Qualcomm
QCOM
|
$1.71M |
| 3 |
Align Technology
ALGN
|
$1.29M |
| 4 |
Amazon
AMZN
|
$641K |
| 5 |
Skyworks Solutions
SWKS
|
$536K |
Top Sells
| 1 |
CELG
Celgene Corp
CELG
|
$3.15M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$247K |
| 3 |
Coterra Energy
CTRA
|
$228K |
| 4 |
Keurig Dr Pepper
KDP
|
$139K |
| 5 |
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% |
