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
$235M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$4.82M
2
+$2.7M
3
+$1.24M
4
AMZN icon
Amazon
AMZN
+$408K
5
NFLX icon
Netflix
NFLX
+$171K

Top Sells

1
+$1.67M
2
+$145K
3
+$71.1K
4
PG icon
Procter & Gamble
PG
+$66.2K
5
DE icon
Deere & Co
DE
+$63.9K

Sector Composition

1 Technology 24.72%
2 Consumer Staples 15.88%
3 Healthcare 14.9%
4 Communication Services 8.97%
5 Industrials 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.8M 9.73%
150,561
-437
2
$21.5M 9.18%
165,798
+242
3
$14.3M 6.09%
59,538
-96
4
$7.9M 3.37%
71,605
+43,718
5
$6.86M 2.92%
152,983
+27,647
6
$6.34M 2.7%
11,516
+6
7
$6.13M 2.62%
20,801
+579
8
$6.02M 2.57%
27,761
9
$5.93M 2.53%
121,195
+75
10
$5.92M 2.52%
30,466
11
$5.48M 2.34%
25,865
+121
12
$5.15M 2.19%
21,486
13
$5.06M 2.16%
11,082
-15
14
$5.01M 2.13%
16,210
+15
15
$4.66M 1.99%
16,153
-71
16
$4.63M 1.98%
52,225
+40
17
$4.23M 1.8%
59,325
+37,958
18
$4.07M 1.73%
80,088
-210
19
$4M 1.71%
35,353
+107
20
$3.9M 1.66%
46,383
+4,853
21
$3.52M 1.5%
19,939
+12
22
$3.48M 1.49%
18,285
+25
23
$3.44M 1.47%
67,132
-45
24
$3.31M 1.41%
7,722
-149
25
$3.3M 1.41%
39,442
+131
1
2 3 4 5