KC
Knuff & Co Portfolio holdings
AUM
$317M
1-Year Return
22.9%
This Quarter Return
-14.06%
1 Year Return
+22.9%
3 Year Return
+94.83%
5 Year Return
+149.96%
10 Year Return
–
AUM
$137M
AUM Growth
-$30M
(-18%)
Cap. Flow
-$604K
Cap. Flow
% of AUM
-0.44%
Top 10 Holdings %
Top 10 Hldgs %
46.46%
Holding
196
New
23
Increased
45
Reduced
38
Closed
43
Top Buys
| 1 |
Thermo Fisher Scientific
TMO
|
$2.49M |
| 2 |
Alibaba
BABA
|
$1.09M |
| 3 |
Align Technology
ALGN
|
$1.08M |
| 4 |
Teladoc Health
TDOC
|
$913K |
| 5 |
Electronic Arts
EA
|
$783K |
Top Sells
| 1 |
MetLife
MET
|
$1.99M |
| 2 |
Illumina
ILMN
|
$1.83M |
| 3 |
Etsy
ETSY
|
$1.74M |
| 4 |
Constellation Brands
STZ
|
$1.23M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$950K |
Sector Composition
| 1 | Technology | 20.28% |
| 2 | Consumer Staples | 17.88% |
| 3 | Healthcare | 16.75% |
| 4 | Industrials | 11.72% |
| 5 | Communication Services | 9.99% |
