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
$222M
AUM Growth
-$53.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.98M
3
+$928K
4
MELI icon
Mercado Libre
MELI
+$592K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$399K

Top Sells

1
+$2.3M
2
+$2.14M
3
+$1.13M
4
MA icon
Mastercard
MA
+$1.12M
5
OKTA icon
Okta
OKTA
+$1.09M

Sector Composition

1 Technology 30.65%
2 Consumer Staples 16.26%
3 Healthcare 14.51%
4 Communication Services 7.91%
5 Industrials 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.2M 10.88%
177,010
-807
2
$21.7M 9.77%
151,032
-2,852
3
$15.5M 6.98%
60,516
+35
4
$6.97M 3.14%
123,280
-1,175
5
$6.53M 2.93%
12,010
-37
6
$6.46M 2.91%
25,292
-403
7
$5.91M 2.66%
28,282
+50
8
$5.79M 2.6%
52,920
+360
9
$5.78M 2.6%
54,400
-540
10
$5.57M 2.5%
30,466
11
$5.53M 2.49%
132,079
+22,161
12
$5.47M 2.46%
11,414
-184
13
$4.87M 2.19%
17,287
-375
14
$4.61M 2.07%
16,871
+1,460
15
$3.84M 1.73%
21,505
16
$3.74M 1.68%
80,698
17
$3.73M 1.68%
50,028
-1,084
18
$3.66M 1.65%
71,913
-1,068
19
$3.52M 1.58%
67,177
-20
20
$3.06M 1.38%
39,564
-285
21
$2.9M 1.31%
28,427
22
$2.85M 1.28%
4,468
+929
23
$2.63M 1.18%
28,407
+504
24
$2.61M 1.17%
18,264
+78
25
$2.57M 1.16%
8,584
+7,108
1
2 3 4 5