KC
Knuff & Co Portfolio holdings
AUM
$317M
1-Year Return
22.9%
This Quarter Return
-6.54%
1 Year Return
+22.9%
3 Year Return
+94.83%
5 Year Return
+149.96%
10 Year Return
–
AUM
$276M
AUM Growth
-$46.9M
(-15%)
Cap. Flow
-$22M
Cap. Flow
% of AUM
-7.99%
Top 10 Holdings %
Top 10 Hldgs %
45.93%
Holding
160
New
8
Increased
25
Reduced
54
Closed
23
Top Buys
| 1 |
Etsy
ETSY
|
$3.11M |
| 2 |
Exxon Mobil
XOM
|
$1.12M |
| 3 |
Goldman Sachs
GS
|
$1.02M |
| 4 |
Deere & Co
DE
|
$613K |
| 5 |
Nucor
NUE
|
$505K |
Top Sells
| 1 |
Equifax
EFX
|
$3.64M |
| 2 |
Albemarle
ALB
|
$3.12M |
| 3 |
Caterpillar
CAT
|
$2.39M |
| 4 |
C3.ai
AI
|
$2.27M |
| 5 |
Microsoft
MSFT
|
$1.78M |
Sector Composition
| 1 | Technology | 32.29% |
| 2 | Consumer Staples | 14.03% |
| 3 | Healthcare | 13.96% |
| 4 | Consumer Discretionary | 9.29% |
| 5 | Industrials | 7.8% |
