KC

Knuff & Co Portfolio holdings

AUM $339M
1-Year Est. Return 22.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.78M
3
+$1.75M
4
CRM icon
Salesforce
CRM
+$1.72M
5
EA icon
Electronic Arts
EA
+$1.57M

Top Sells

1
+$4.63M
2
+$2.62M
3
+$1.46M
4
CMI icon
Cummins
CMI
+$655K
5
JPM icon
JPMorgan Chase
JPM
+$531K

Sector Composition

1 Technology 23.44%
2 Healthcare 17.05%
3 Consumer Staples 16.29%
4 Industrials 10.36%
5 Consumer Discretionary 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-11,649
152
– –
-60
153
– –
-200
154
– –
-1,500
155
– –
-50
156
– –
-8,230
157
– –
-14,014
158
– –
-1,500
159
– –
-55
160
– –
-995
161
– –
-69
162
– –
-620
163
– –
-55
164
– –
-600
165
– –
-600
166
– –
-114
167
– –
-159
168
– –
-18,500
169
– –
-800
170
– –
-5,100
171
– –
-1,700
3 4 5 6
7