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
$211M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$4.56M
2
+$1.75M
3
+$1.51M
4
IEO icon
iShares US Oil & Gas Exploration & Production ETF
IEO
+$571K
5
AWK icon
American Water Works
AWK
+$255K

Top Sells

1
+$1.58M
2
+$1.45M
3
+$1.36M
4
DXCM icon
DexCom
DXCM
+$1.19M
5
CRM icon
Salesforce
CRM
+$1.04M

Sector Composition

1 Technology 27.32%
2 Consumer Staples 15.42%
3 Healthcare 14.16%
4 Communication Services 9.85%
5 Industrials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$8K ﹤0.01%
+541
127
$7K ﹤0.01%
83
128
$7K ﹤0.01%
100
129
$6K ﹤0.01%
11
130
$1K ﹤0.01%
20
131
– –
-9
132
– –
-98
133
– –
-75
134
– –
-514
135
– –
-2,075
136
– –
-96
137
– –
-3,566
138
– –
-400
139
– –
-750
140
– –
-5
141
– –
-6,000
142
– –
-200
143
– –
-361
2 3 4 5
6