KC
Knuff & Co Portfolio holdings
AUM
$317M
1-Year Return
22.9%
This Quarter Return
+27.41%
1 Year Return
+22.9%
3 Year Return
+94.83%
5 Year Return
+149.96%
10 Year Return
–
AUM
$182M
AUM Growth
+$45M
(+33%)
Cap. Flow
+$9.79M
Cap. Flow
% of AUM
5.37%
Top 10 Holdings %
Top 10 Hldgs %
44.95%
Holding
171
New
18
Increased
64
Reduced
25
Closed
21
Top Buys
| 1 |
Teladoc Health
TDOC
|
$1.91M |
| 2 |
Salesforce
CRM
|
$1.91M |
| 3 |
Zoetis
ZTS
|
$1.87M |
| 4 |
PepsiCo
PEP
|
$1.84M |
| 5 |
Electronic Arts
EA
|
$1.76M |
Top Sells
| 1 |
Trade Desk
TTD
|
$6.24M |
| 2 |
Align Technology
ALGN
|
$2.03M |
| 3 |
Walt Disney
DIS
|
$1.48M |
| 4 |
Cummins
CMI
|
$713K |
| 5 |
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% |
