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
$251M
AUM Growth
-$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$1.23M
3
+$537K
4
MELI icon
Mercado Libre
MELI
+$410K
5
MRNA icon
Moderna
MRNA
+$376K

Top Sells

1
+$1.28M
2
+$817K
3
+$727K
4
AMT icon
American Tower
AMT
+$317K
5
PG icon
Procter & Gamble
PG
+$226K

Sector Composition

1 Technology 28.86%
2 Consumer Staples 14.41%
3 Healthcare 11.9%
4 Communication Services 11.09%
5 Industrials 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.7M 11.03%
161,669
-127
2
$21.1M 8.41%
144,648
-1,546
3
$18.7M 7.46%
59,248
+536
4
$10.5M 4.18%
134,140
-396
5
$8.25M 3.29%
48,544
+19,588
6
$7.91M 3.16%
67,313
-1,355
7
$7.3M 2.91%
19,341
-185
8
$7.13M 2.84%
121,499
+2,904
9
$6.55M 2.61%
49,695
+220
10
$6.06M 2.42%
10,726
-66
11
$5.93M 2.36%
11,720
+63
12
$5.73M 2.29%
21,007
-479
13
$5.22M 2.08%
28,500
14
$5.17M 2.06%
40,706
+479
15
$5.15M 2.05%
14,693
-84
16
$5.02M 2%
14,432
-168
17
$4.8M 1.91%
3,787
+323
18
$3.89M 1.55%
73,490
-150
19
$3.68M 1.47%
22,379
-1,926
20
$3.5M 1.4%
18,260
-25
21
$3.37M 1.34%
8,918
-78
22
$3.23M 1.29%
34,578
+41
23
$3.21M 1.28%
36,955
+14,124
24
$2.77M 1.1%
35,432
25
$2.67M 1.06%
8,839
-7
1
2 3 4 5