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
$145M
AUM Growth
+$4.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$960K
2
+$443K
3
+$419K
4
JPM icon
JPMorgan Chase
JPM
+$404K
5
OKTA icon
Okta
OKTA
+$293K

Top Sells

1
+$632K
2
+$601K
3
+$259K
4
NVDA icon
NVIDIA
NVDA
+$188K
5
MNST icon
Monster Beverage
MNST
+$162K

Sector Composition

1 Consumer Staples 19.45%
2 Industrials 16.59%
3 Technology 15.58%
4 Healthcare 12.41%
5 Communication Services 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$5K ﹤0.01%
80
177
$5K ﹤0.01%
+70
178
$4K ﹤0.01%
156
179
$3K ﹤0.01%
500
180
$3K ﹤0.01%
78
181
$3K ﹤0.01%
165
182
$2K ﹤0.01%
82
183
– –
-200
184
– –
-400
185
– –
-45,840
186
– –
-3,855
187
– –
-2,500
4 5 6 7
8