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
$222M
AUM Growth
-$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.98M
3
+$928K
4
MELI icon
Mercado Libre
MELI
+$592K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$399K

Top Sells

1
+$2.3M
2
+$2.14M
3
+$1.13M
4
MA icon
Mastercard
MA
+$1.12M
5
OKTA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$12K 0.01%
750
127
$10K ﹤0.01%
96
128
$9K ﹤0.01%
200
129
$8K ﹤0.01%
83
130
$8K ﹤0.01%
+361
131
$6K ﹤0.01%
100
132
$6K ﹤0.01%
+11
133
$3K ﹤0.01%
75
134
$2K ﹤0.01%
9
-20
135
$1K ﹤0.01%
+20
136
$1K ﹤0.01%
+5
137
– –
-1,029
138
– –
-75
139
– –
-100
140
– –
-200
141
– –
-10,712
142
– –
-1,200
143
– –
-275
2 3 4 5
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