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
$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
1
$19.9M 13.69%
160,172
2
$10.9M 7.5%
28,670
+190
3
$8.81M 6.05%
157,296
+1,304
4
$7.19M 4.94%
101,840
5
$6.44M 4.43%
45,800
6
$4.91M 3.37%
35,288
+1,283
7
$4.19M 2.88%
223,380
+22,350
8
$4.17M 2.87%
18,860
+470
9
$4.09M 2.81%
32,400
10
$3.96M 2.72%
30,409
+1,040
11
$3.51M 2.41%
102,993
12
$3.42M 2.35%
56,180
+1,240
13
$3.15M 2.16%
31,715
+325
14
$2.81M 1.93%
13,500
-2,890
15
$2.6M 1.79%
89,548
-5,596
16
$2.51M 1.73%
8,718
+118
17
$2.41M 1.66%
8,154
-874
18
$2.26M 1.55%
26,060
+2,620
19
$2.17M 1.49%
34,310
+770
20
$2.13M 1.46%
22,627
21
$1.98M 1.36%
8,546
+96
22
$1.85M 1.27%
17,865
23
$1.72M 1.18%
30,360
-1,500
24
$1.7M 1.17%
36,135
-600
25
$1.69M 1.16%
17,120
+2,975
1
2 3 4 5