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
$145M
AUM Growth
+$4.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$960K
2
+$443K
3
+$419K
4
JPM icon
JPMorgan Chase
JPM
+$404K
5
OKTA icon
Okta
OKTA
+$293K

Top Sells

1
+$632K
2
+$601K
3
+$259K
4
NVDA icon
NVIDIA
NVDA
+$188K
5
MNST icon
Monster Beverage
MNST
+$162K

Sector Composition

1 Consumer Staples 19.45%
2 Industrials 16.59%
3 Technology 15.58%
4 Healthcare 12.41%
5 Communication Services 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$14K 0.01%
+200
152
$13K 0.01%
+163
153
$12K 0.01%
75
154
$12K 0.01%
256
155
$12K 0.01%
903
156
$12K 0.01%
+421
157
$12K 0.01%
+332
158
$11K 0.01%
+69
159
$11K 0.01%
+100
160
$11K 0.01%
+632
161
$10K 0.01%
+72
162
$10K 0.01%
689
163
$10K 0.01%
+163
164
$9K 0.01%
+127
165
$9K 0.01%
+103
166
$9K 0.01%
762
167
$9K 0.01%
+77
168
$8K 0.01%
292
169
$7K ﹤0.01%
15
-35
170
$7K ﹤0.01%
119
171
$7K ﹤0.01%
+66
172
$7K ﹤0.01%
+85
173
$7K ﹤0.01%
+387
174
$7K ﹤0.01%
+80
175
$5K ﹤0.01%
+85
4 5 6
7
8