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
$253M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$1.39M
3
+$973K
4
DE icon
Deere & Co
DE
+$829K
5
PXD
Pioneer Natural Resource Co.
PXD
+$542K

Top Sells

1
+$2.99M
2
+$1.07M
3
+$937K
4
AMZN icon
Amazon
AMZN
+$573K
5
AAPL icon
Apple
AAPL
+$507K

Sector Composition

1 Technology 28.24%
2 Consumer Staples 14.58%
3 Healthcare 13.77%
4 Communication Services 9.69%
5 Industrials 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.8M 10.62%
162,721
-3,077
2
$22.2M 8.8%
149,583
-978
3
$17M 6.75%
59,112
-426
4
$8.85M 3.51%
145,369
-7,614
5
$7.91M 3.13%
118,995
-2,200
6
$7.53M 2.98%
68,675
-2,930
7
$6.87M 2.72%
19,876
-925
8
$6.71M 2.66%
11,643
+127
9
$6.16M 2.44%
27,861
+100
10
$5.78M 2.29%
28,500
-1,966
11
$5.44M 2.15%
10,945
-137
12
$5.19M 2.05%
49,870
-2,355
13
$5.04M 1.99%
24,661
-1,204
14
$4.92M 1.95%
21,486
15
$4.74M 1.88%
15,352
-858
16
$4.72M 1.87%
14,980
-1,173
17
$4.65M 1.84%
3,526
-80
18
$4.22M 1.67%
40,839
-5,544
19
$4.03M 1.6%
34,702
-651
20
$4.02M 1.59%
9,731
+2,009
21
$3.98M 1.57%
73,640
-6,448
22
$3.88M 1.54%
18,285
23
$3.43M 1.36%
45,211
-14,114
24
$3.42M 1.35%
27,877
25
$3.26M 1.29%
42,252
+2,810
1
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