KC

Knuff & Co Portfolio holdings

AUM $317M
1-Year Est. Return 22.9%
This Quarter Est. Return
1 Year Est. Return
+22.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$267M
AUM Growth
-$1.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$710K
3
+$460K
4
AI icon
C3.ai
AI
+$337K
5
ILMN icon
Illumina
ILMN
+$71.5K

Top Sells

1
+$3.9M
2
+$2.56M
3
+$664K
4
VZ icon
Verizon
VZ
+$284K
5
MNST icon
Monster Beverage
MNST
+$283K

Sector Composition

1 Technology 29.51%
2 Healthcare 16.12%
3 Consumer Staples 12.85%
4 Industrials 10.62%
5 Consumer Discretionary 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$11K ﹤0.01%
50
152
$10K ﹤0.01%
200
153
$9K ﹤0.01%
100
-500
154
$8K ﹤0.01%
65
155
$7K ﹤0.01%
75
+58
156
$6K ﹤0.01%
100
157
$5K ﹤0.01%
13
158
$2K ﹤0.01%
21
159
– –
-200
160
– –
-17,182
161
– –
-132
162
– –
-100
163
$0 ﹤0.01%
+1
164
– –
-125
165
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-200
166
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-300
167
– –
-200
168
– –
-400
169
– –
-100
170
– –
-15,406
171
– –
-25,000
3 4 5 6
7