KC
Knuff & Co Portfolio holdings
AUM
$317M
1-Year Return
22.9%
This Quarter Return
+11.67%
1 Year Return
+22.9%
3 Year Return
+94.83%
5 Year Return
+149.96%
10 Year Return
–
AUM
$323M
AUM Growth
+$55.3M
(+21%)
Cap. Flow
+$28.4M
Cap. Flow
% of AUM
8.79%
Top 10 Holdings %
Top 10 Hldgs %
45.91%
Holding
167
New
8
Increased
39
Reduced
39
Closed
15
Top Buys
| 1 |
Albemarle
ALB
|
$9.86M |
| 2 |
Microsoft
MSFT
|
$5.32M |
| 3 |
Colgate-Palmolive
CL
|
$2.73M |
| 4 |
Fidelity National Information Services
FIS
|
$2.5M |
| 5 |
Chevron
CVX
|
$2.11M |
Top Sells
| 1 |
Exxon Mobil
XOM
|
$5.45M |
| 2 |
Illumina
ILMN
|
$664K |
| 3 |
Electronic Arts
EA
|
$534K |
| 4 |
Procter & Gamble
PG
|
$525K |
| 5 |
Verizon
VZ
|
$340K |
Sector Composition
| 1 | Technology | 32.67% |
| 2 | Healthcare | 14.11% |
| 3 | Consumer Staples | 13.57% |
| 4 | Industrials | 9.9% |
| 5 | Consumer Discretionary | 8.25% |
