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
$298M
AUM Growth
-$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$1.16M
3
+$684K
4
BABA icon
Alibaba
BABA
+$663K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$541K

Top Sells

1
+$3.28M
2
+$2.9M
3
+$2.51M
4
SWKS icon
Skyworks Solutions
SWKS
+$2.28M
5
GS icon
Goldman Sachs
GS
+$1.48M

Sector Composition

1 Technology 29.89%
2 Consumer Staples 14.16%
3 Communication Services 11.39%
4 Healthcare 10.66%
5 Consumer Discretionary 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$37.1K 0.01%
+135
127
$33.1K 0.01%
+50
128
$30.2K 0.01%
111
129
$29.8K 0.01%
80
130
$29.1K 0.01%
+739
131
$27.8K 0.01%
+114
132
$26.6K 0.01%
257
133
$17.4K 0.01%
+101
134
– –
-1,981
135
– –
-6,600
136
– –
-1,000
137
– –
-1,750
138
– –
-2,000
139
– –
-25,690
140
– –
-1,950
141
– –
-2,521
142
– –
-400
143
– –
-800
144
– –
-1,000
145
– –
-2,577
146
– –
-3,021
147
– –
-2,094
148
– –
-3,545
149
– –
-6,824
150
– –
-1,189
3 4 5
6
7