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
$234M
AUM Growth
-$8.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$811K
3
+$790K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$708K
5
MRNA icon
Moderna
MRNA
+$673K

Top Sells

1
+$2.24M
2
+$956K
3
+$625K
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$507K
5
BMY icon
Bristol-Myers Squibb
BMY
+$430K

Sector Composition

1 Technology 24.75%
2 Healthcare 15.19%
3 Consumer Staples 14.26%
4 Industrials 11.46%
5 Consumer Discretionary 11.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$27K 0.01%
209
-186
127
$27K 0.01%
100
128
$26K 0.01%
200
-2,400
129
$26K 0.01%
400
130
$25K 0.01%
132
-321
131
$25K 0.01%
150
132
$21K 0.01%
200
-200
133
$20K 0.01%
27
134
$16K 0.01%
750
-750
135
$15K 0.01%
1,000
-10,000
136
$15K 0.01%
75
137
$15K 0.01%
600
138
$15K 0.01%
96
139
$15K 0.01%
+200
140
$14K 0.01%
250
141
$13K 0.01%
118
-394
142
$13K 0.01%
125
143
$13K 0.01%
400
144
$12K 0.01%
100
145
$11K ﹤0.01%
175
146
$10K ﹤0.01%
50
-25
147
$8K ﹤0.01%
65
148
$5K ﹤0.01%
13
-115
149
$4K ﹤0.01%
45
-650
150
$3K ﹤0.01%
21
+10
3 4 5
6
7