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
$276M
AUM Growth
-$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$1.12M
3
+$1.01M
4
DE icon
Deere & Co
DE
+$613K
5
NUE icon
Nucor
NUE
+$505K

Top Sells

1
+$3.64M
2
+$3.12M
3
+$2.39M
4
AI icon
C3.ai
AI
+$2.27M
5
MSFT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$17K 0.01%
75
127
$17K 0.01%
+400
128
$15K 0.01%
+300
129
$15K 0.01%
750
130
$13K ﹤0.01%
+29
131
$12K ﹤0.01%
96
132
$11K ﹤0.01%
200
-351
133
$9K ﹤0.01%
83
-35
134
$7K ﹤0.01%
100
135
$6K ﹤0.01%
100
136
$5K ﹤0.01%
75
137
$5K ﹤0.01%
200
138
– –
-72,756
139
– –
-606
140
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-104
141
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-6,870
142
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-100
143
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-1,000
144
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-150
145
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-653
146
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-1,025
147
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148
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149
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-100
150
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-100
3 4 5
6
7