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
$182M
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.91M
3
+$1.87M
4
PEP icon
PepsiCo
PEP
+$1.84M
5
EA icon
Electronic Arts
EA
+$1.76M

Top Sells

1
+$6.24M
2
+$2.03M
3
+$1.48M
4
CMI icon
Cummins
CMI
+$713K
5
QCOM icon
Qualcomm
QCOM
+$543K

Sector Composition

1 Technology 23.44%
2 Healthcare 17.05%
3 Consumer Staples 16.29%
4 Industrials 10.36%
5 Consumer Discretionary 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$27K 0.01%
277
127
$26K 0.01%
155
+105
128
$23K 0.01%
+288
129
$22K 0.01%
371
130
$21K 0.01%
+100
131
$21K 0.01%
1,500
132
$19K 0.01%
90
-46
133
$17K 0.01%
+600
134
$16K 0.01%
250
-50
135
$16K 0.01%
100
136
$15K 0.01%
255
+175
137
$14K 0.01%
75
138
$13K 0.01%
+215
139
$12K 0.01%
96
140
$12K 0.01%
+1,561
141
$11K 0.01%
125
142
$10K 0.01%
72
143
$10K 0.01%
689
144
$9K ﹤0.01%
127
145
$9K ﹤0.01%
100
146
$8K ﹤0.01%
292
147
$8K ﹤0.01%
+65
148
$6K ﹤0.01%
+400
149
$4K ﹤0.01%
+400
150
$4K ﹤0.01%
15
-20
3 4 5
6
7