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
$167M
AUM Growth
+$21.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.71M
3
+$1.29M
4
AMZN icon
Amazon
AMZN
+$641K
5
SWKS icon
Skyworks Solutions
SWKS
+$536K

Top Sells

1
+$3.15M
2
+$247K
3
+$228K
4
KDP icon
Keurig Dr Pepper
KDP
+$139K
5
ILMN icon
Illumina
ILMN
+$62.9K

Sector Composition

1 Technology 19.14%
2 Consumer Staples 17.45%
3 Industrials 14.26%
4 Healthcare 12.8%
5 Communication Services 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$13K 0.01%
903
152
$12K 0.01%
75
153
$12K 0.01%
421
154
$12K 0.01%
69
155
$11K 0.01%
50
-210
156
$11K 0.01%
100
157
$11K 0.01%
+150
158
$10K 0.01%
72
159
$10K 0.01%
689
160
$10K 0.01%
762
161
$9K 0.01%
127
162
$9K 0.01%
103
163
$8K ﹤0.01%
15
164
$8K ﹤0.01%
+125
165
$8K ﹤0.01%
292
166
$7K ﹤0.01%
66
167
$7K ﹤0.01%
119
168
$6K ﹤0.01%
85
169
$5K ﹤0.01%
80
170
$4K ﹤0.01%
156
171
$3K ﹤0.01%
78
172
$3K ﹤0.01%
165
173
$2K ﹤0.01%
82
174
– –
-1,000
175
– –
-85
4 5 6
7
8