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
$267M
AUM Growth
-$1.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$710K
3
+$460K
4
AI icon
C3.ai
AI
+$337K
5
ILMN icon
Illumina
ILMN
+$71.5K

Top Sells

1
+$3.9M
2
+$2.56M
3
+$664K
4
VZ icon
Verizon
VZ
+$284K
5
MNST icon
Monster Beverage
MNST
+$283K

Sector Composition

1 Technology 29.51%
2 Healthcare 16.12%
3 Consumer Staples 12.85%
4 Industrials 10.62%
5 Consumer Discretionary 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$35K 0.01%
150
127
$33K 0.01%
160
128
$29K 0.01%
100
129
$29K 0.01%
100
130
$29K 0.01%
400
131
$27K 0.01%
155
132
$26K 0.01%
150
133
$25K 0.01%
200
-600
134
$23K 0.01%
27
135
$20K 0.01%
200
136
$17K 0.01%
82
137
$17K 0.01%
750
138
$16K 0.01%
100
-100
139
$15K 0.01%
100
140
$15K 0.01%
600
141
$14K 0.01%
96
142
$13K ﹤0.01%
225
143
$13K ﹤0.01%
118
144
$13K ﹤0.01%
200
+100
145
$13K ﹤0.01%
400
-884
146
$12K ﹤0.01%
1,500
+500
147
$12K ﹤0.01%
200
148
$12K ﹤0.01%
500
149
$11K ﹤0.01%
100
150
$11K ﹤0.01%
400
3 4 5
6
7