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
$276M
AUM Growth
-$46.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$1.12M
3
+$1.01M
4
DE icon
Deere & Co
DE
+$613K
5
NUE icon
Nucor
NUE
+$505K

Top Sells

1
+$3.64M
2
+$3.12M
3
+$2.39M
4
AI icon
C3.ai
AI
+$2.27M
5
MSFT icon
Microsoft
MSFT
+$1.78M

Sector Composition

1 Technology 32.29%
2 Consumer Staples 14.03%
3 Healthcare 13.96%
4 Consumer Discretionary 9.29%
5 Industrials 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31M 11.26%
177,817
-4,820
2
$23.5M 8.53%
153,884
-663
3
$18.6M 6.76%
60,481
-5,772
4
$8.96M 3.25%
54,940
+580
5
$8.51M 3.09%
124,455
-16,580
6
$7.61M 2.76%
109,918
+5,940
7
$7.34M 2.66%
52,560
-120
8
$7.22M 2.62%
30,466
-15,334
9
$7.12M 2.58%
12,047
-643
10
$6.68M 2.42%
11,598
-458
11
$6.54M 2.37%
51,112
-632
12
$6.46M 2.34%
25,695
-400
13
$6.24M 2.26%
28,232
-14,128
14
$5.44M 1.97%
15,411
+1,037
15
$5.29M 1.92%
72,981
+6,188
16
$4.79M 1.74%
21,505
-10,714
17
$4.61M 1.67%
17,662
+16
18
$4.21M 1.53%
3,539
-101
19
$3.98M 1.44%
32,042
+24,988
20
$3.83M 1.39%
28,427
21
$3.72M 1.35%
27,903
+1,170
22
$3.5M 1.27%
18,260
-9,040
23
$3.48M 1.26%
67,197
-32,141
24
$3.38M 1.22%
39,849
-3,556
25
$3.27M 1.19%
27,906
+2,037
1
2 3 4 5