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
$243M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.59M
3
+$1.58M
4
DXCM icon
DexCom
DXCM
+$1.49M
5
COHR icon
Coherent
COHR
+$1.46M

Top Sells

1
+$878K
2
+$611K
3
+$390K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$306K
5
PFE icon
Pfizer
PFE
+$293K

Sector Composition

1 Technology 27.95%
2 Healthcare 15.21%
3 Consumer Staples 14.39%
4 Consumer Discretionary 10.54%
5 Industrials 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$42K 0.02%
250
127
$42K 0.02%
1,200
128
$41K 0.02%
200
129
$40K 0.02%
277
130
$39K 0.02%
251
+66
131
$37K 0.02%
650
132
$37K 0.02%
315
133
$36K 0.01%
168
134
$34K 0.01%
400
135
$34K 0.01%
583
136
$33K 0.01%
160
137
$32K 0.01%
150
138
$30K 0.01%
1,500
139
$26K 0.01%
100
+43
140
$25K 0.01%
155
141
$25K 0.01%
100
142
$22K 0.01%
150
143
$21K 0.01%
600
144
$21K 0.01%
400
-600
145
$19K 0.01%
27
146
$18K 0.01%
170
147
$16K 0.01%
75
148
$15K 0.01%
100
149
$15K 0.01%
600
150
$15K 0.01%
75
-25
4 5
6
7 8