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
$141M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$781K
3
+$710K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$684K
5
GTX icon
Garrett Motion
GTX
+$450K

Top Sells

1
+$587K
2
+$286K
3
+$239K
4
ANET icon
Arista Networks
ANET
+$220K
5
APPN icon
Appian
APPN
+$201K

Sector Composition

1 Consumer Staples 18.2%
2 Industrials 17.31%
3 Technology 15.05%
4 Healthcare 13.51%
5 Communication Services 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.6M 12.5%
160,172
-1,300
2
$10.4M 7.38%
28,480
+210
3
$7.8M 5.55%
101,840
4
$7.72M 5.49%
155,992
+3,600
5
$6.19M 4.41%
45,800
6
$4.62M 3.29%
201,030
+2,290
7
$4.55M 3.24%
34,005
+5,830
8
$4.42M 3.14%
32,400
9
$4.23M 3.01%
102,993
-737
10
$4.1M 2.92%
29,369
+5,084
11
$3.76M 2.68%
18,390
+50
12
$3.49M 2.49%
16,390
+3,210
13
$3.23M 2.3%
9,028
+416
14
$3.04M 2.16%
95,144
-5,200
15
$2.97M 2.11%
54,940
+2,820
16
$2.9M 2.06%
31,390
+1,225
17
$2.27M 1.62%
8,600
18
$2.27M 1.61%
33,540
+1,625
19
$2.22M 1.58%
23,440
+1,660
20
$2.04M 1.46%
17,865
+815
21
$1.96M 1.39%
31,860
+22,595
22
$1.9M 1.35%
22,627
+1,285
23
$1.82M 1.3%
36,735
+950
24
$1.76M 1.25%
8,450
25
$1.75M 1.24%
14,145
+550
1
2 3 4 5