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
$298M
AUM Growth
-$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1 +$5.68M
2 +$1.13M
3 +$668K
4
BABA icon
Alibaba
BABA
+$578K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$493K

Top Sells

1 +$3.55M
2 +$2.9M
3 +$2.62M
4
SWKS icon
Skyworks Solutions
SWKS
+$2.28M
5
AMZN icon
Amazon
AMZN
+$1.53M

Sector Composition

1 Technology 29.89%
2 Consumer Staples 14.16%
3 Communication Services 11.39%
4 Healthcare 10.66%
5 Consumer Discretionary 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-1,189
152
-6,325
153
-141
154
-2,000
155
-25,690
156
-520