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
$329M
AUM Growth
+$1.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$1.28M
2 +$903K
3 +$684K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$504K
5
MPWR icon
Monolithic Power Systems
MPWR
+$419K

Top Sells

1 +$915K
2 +$807K
3 +$798K
4
SIRI icon
SiriusXM
SIRI
+$638K
5
ALGN icon
Align Technology
ALGN
+$614K

Sector Composition

1 Technology 33.48%
2 Communication Services 13.31%
3 Consumer Staples 12.91%
4 Consumer Discretionary 10.24%
5 Industrials 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-2,000
152
-20