KC

Knuff & Co Portfolio holdings

AUM $317M
1-Year Est. Return 22.9%
This Quarter Est. Return
1 Year Est. Return
+22.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$269M
AUM Growth
+$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$480K
3
+$247K
4
COHR icon
Coherent
COHR
+$236K
5
IBM icon
IBM
IBM
+$211K

Top Sells

1
+$1.36M
2
+$471K
3
+$236K
4
PEP icon
PepsiCo
PEP
+$222K
5
XIFR
XPLR Infrastructure LP
XIFR
+$166K

Sector Composition

1 Technology 28.22%
2 Healthcare 15.44%
3 Consumer Staples 12.55%
4 Consumer Discretionary 10.82%
5 Industrials 10.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$39K 0.01%
+1,284
127
$36K 0.01%
160
128
$35K 0.01%
150
129
$34K 0.01%
150
-100
130
$32K 0.01%
+200
131
$31K 0.01%
+200
132
$30K 0.01%
155
133
$29K 0.01%
100
134
$29K 0.01%
100
135
$29K 0.01%
400
136
$28K 0.01%
150
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$25K 0.01%
+150
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$24K 0.01%
27
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$24K 0.01%
132
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$24K 0.01%
+100
141
$21K 0.01%
200
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$20K 0.01%
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143
$19K 0.01%
+200
144
$18K 0.01%
82
+7
145
$18K 0.01%
300
-283
146
$17K 0.01%
+200
147
$16K 0.01%
100
148
$16K 0.01%
600
149
$16K 0.01%
96
150
$16K 0.01%
200
3 4 5
6
7