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
$182M
AUM Growth
+$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1.91M
3
+$1.87M
4
PEP icon
PepsiCo
PEP
+$1.84M
5
EA icon
Electronic Arts
EA
+$1.76M

Top Sells

1
+$6.24M
2
+$2.03M
3
+$1.48M
4
CMI icon
Cummins
CMI
+$713K
5
QCOM icon
Qualcomm
QCOM
+$543K

Sector Composition

1 Technology 23.44%
2 Healthcare 17.05%
3 Consumer Staples 16.29%
4 Industrials 10.36%
5 Consumer Discretionary 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.3M 10.55%
161,058
+1,145
2
$15.3M 8.39%
167,876
+8,848
3
$9.08M 4.97%
44,618
+4,789
4
$7.87M 4.31%
45,800
5
$6.4M 3.51%
46,400
+12,220
6
$5.91M 3.23%
22,839
+1,514
7
$4.99M 2.73%
27,200
-1,525
8
$4.68M 2.57%
104,721
+8,081
9
$4.3M 2.35%
42,412
+9,004
10
$4.1M 2.25%
32,400
11
$4.07M 2.23%
57,600
+4,700
12
$3.81M 2.09%
10,522
+1,026
13
$3.45M 1.89%
84,810
-153,500
14
$3.44M 1.88%
99,140
+4,952
15
$3.37M 1.85%
11,110
+1,618
16
$3.26M 1.79%
42,406
+2,226
17
$3.26M 1.78%
104,934
+2,740
18
$3.04M 1.66%
15,901
+10,008
19
$3.03M 1.66%
17,399
-700
20
$2.92M 1.6%
14,575
+103
21
$2.79M 1.53%
21,125
+13,304
22
$2.78M 1.52%
21,033
+13,926
23
$2.6M 1.42%
20,320
+535
24
$2.6M 1.42%
8,945
+753
25
$2.59M 1.42%
2,631
-428
1
2 3 4 5