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
$137M
AUM Growth
-$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.09M
3
+$1.08M
4
TDOC icon
Teladoc Health
TDOC
+$913K
5
EA icon
Electronic Arts
EA
+$783K

Top Sells

1
+$1.99M
2
+$1.83M
3
+$1.74M
4
STZ icon
Constellation Brands
STZ
+$1.23M
5
BRK.B icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.6M 12.77%
159,913
+150
2
$10.1M 7.34%
159,028
-1,452
3
$6.28M 4.56%
39,829
+1,426
4
$5.47M 3.97%
45,800
5
$4.64M 3.37%
21,325
+335
6
$4.6M 3.34%
238,310
+9,680
7
$4.28M 3.11%
28,725
-105
8
$3.76M 2.73%
32,400
9
$3.67M 2.66%
96,640
-5,200
10
$3.33M 2.42%
34,180
+1,180
11
$3.17M 2.3%
102,194
-1,581
12
$3.09M 2.25%
32,004
+103
13
$3.08M 2.23%
52,900
+420
14
$3M 2.18%
40,180
+5,315
15
$2.71M 1.96%
9,492
+774
16
$2.69M 1.96%
9,496
+8,796
17
$2.65M 1.92%
94,188
-1,900
18
$2.25M 1.63%
33,408
+3,928
19
$2.15M 1.56%
26,042
-100
20
$2.14M 1.55%
38,335
+1,880
21
$2.03M 1.47%
11,649
+6,219
22
$1.95M 1.42%
8,192
-16
23
$1.77M 1.28%
14,472
-2,653
24
$1.77M 1.28%
19,785
-855
25
$1.75M 1.27%
29,140
+3,220
1
2 3 4 5