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
$212M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$965K
3
+$858K
4
AMT icon
American Tower
AMT
+$846K
5
AAPL icon
Apple
AAPL
+$800K

Top Sells

1
+$828K
2
+$247K
3
+$144K
4
KMI icon
Kinder Morgan
KMI
+$90K
5
MBB icon
iShares MBS ETF
MBB
+$65.7K

Sector Composition

1 Technology 26.2%
2 Healthcare 16.35%
3 Consumer Staples 16.01%
4 Consumer Discretionary 10.31%
5 Industrials 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$17K 0.01%
100
152
$16K 0.01%
75
153
$15K 0.01%
+27
154
$15K 0.01%
+250
155
$14K 0.01%
+600
156
$14K 0.01%
+57
157
$13K 0.01%
96
158
$12K 0.01%
200
-50
159
$12K 0.01%
+475
160
$11K 0.01%
125
161
$11K 0.01%
+100
162
$10K ﹤0.01%
127
163
$10K ﹤0.01%
175
-80
164
$10K ﹤0.01%
689
165
$9K ﹤0.01%
400
166
$8K ﹤0.01%
+100
167
$8K ﹤0.01%
292
168
$8K ﹤0.01%
65
169
$1K ﹤0.01%
+8
170
– –
0
171
– –
-288
172
– –
-2,000
173
– –
-371
174
– –
-445
175
– –
-400
4 5 6
7
8