KC
Knuff & Co Portfolio holdings
AUM
$317M
1-Year Return
22.9%
This Quarter Return
-16.15%
1 Year Return
+22.9%
3 Year Return
+94.83%
5 Year Return
+149.96%
10 Year Return
–
AUM
$222M
AUM Growth
-$53.3M
(-19%)
Cap. Flow
-$3.5M
Cap. Flow
% of AUM
-1.57%
Top 10 Holdings %
Top 10 Hldgs %
46.97%
Holding
143
New
6
Increased
22
Reduced
39
Closed
7
Top Buys
| 1 |
Deere & Co
DE
|
$2.13M |
| 2 |
Netflix
NFLX
|
$1.98M |
| 3 |
Trade Desk
TTD
|
$928K |
| 4 |
Mercado Libre
MELI
|
$592K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$399K |
Top Sells
| 1 |
United Parcel Service
UPS
|
$2.3M |
| 2 |
Etsy
ETSY
|
$2.14M |
| 3 |
Illumina
ILMN
|
$1.13M |
| 4 |
Mastercard
MA
|
$1.12M |
| 5 |
Okta
OKTA
|
$1.09M |
Sector Composition
| 1 | Technology | 30.65% |
| 2 | Consumer Staples | 16.26% |
| 3 | Healthcare | 14.51% |
| 4 | Communication Services | 7.91% |
| 5 | Industrials | 7.6% |
