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KC
Knuff & Co Portfolio holdings
AUM
$332M
1-Year Est. Return
21.75%
This Fund
S&P 500
This Quarter
Est. Return
+11.36%
1 Year Est. Return
+21.75%
3 Year Est. Return
+73.7%
5 Year Est. Return
+109.83%
10 Year Est. Return
–
AUM
$274M
AUM Growth
+$23.5M
(+9.4%)
Cap. Flow
-$179K
Cap. Flow
% of AUM
-0.07%
Top 10 Holdings %
Top 10 Hldgs %
47.17%
Holding
131
New
11
Increased
37
Reduced
32
Closed
13
Top Buys
| 1 |
Mercado Libre
MELI
|
+$938K |
| 2 |
Etsy
ETSY
|
+$547K |
| 3 |
Alibaba
BABA
|
+$431K |
| 4 |
Align Technology
ALGN
|
+$398K |
| 5 |
Monolithic Power Systems
MPWR
|
+$339K |
Top Sells
| 1 |
Moderna
MRNA
|
+$1.04M |
| 2 |
United Parcel Service
UPS
|
+$1.04M |
| 3 |
InMode
INMD
|
+$716K |
| 4 |
Albemarle
ALB
|
+$536K |
| 5 |
Kenvue
KVUE
|
+$346K |
Sector Composition
| 1 | Technology | 30.77% |
| 2 | Consumer Staples | 13.69% |
| 3 | Communication Services | 11.1% |
| 4 | Healthcare | 10.78% |
| 5 | Consumer Discretionary | 9.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$4.89T
| $31.3M | 11.42% |
162,794
+1,125
| +0.7% | +$208K |
|
2
Microsoft
MSFT
$2.98T
| $22.4M | 8.16% |
59,571
+323
| +0.5% | +$115K |
|
3
Procter & Gamble
PG
$353B
| $21.2M | 7.73% |
144,668
+20
| +0% | +$2.96K |
|
4
Trade Desk
TTD
$8.99B
| $9.76M | 3.56% |
135,655
+1,515
| +1% | +$111K |
|
5
Netflix
NFLX
$313B
| $9.35M | 3.41% |
192,110
-1,300
| -0.7% | -$56.8K |
|
6
Alphabet (Google) Class C
GOOG
$4.32T
| $7.29M | 2.66% |
51,710
+2,015
| +4% | +$273K |
|
7
Fortinet
FTNT
$118B
| $7.19M | 2.62% |
122,795
+1,296
| +1% | +$71.6K |
|
|
8
Mercado Libre
MELI
$94.2B
| $6.99M | 2.55% |
4,449
+662
| +17% | +$938K |
|
9
Costco
COST
$419B
| $6.99M | 2.55% |
10,585
-141
| -1% | -$83.6K |
|
10
Equifax
EFX
$21.4B
| $6.9M | 2.51% |
27,900
-600
| -2% | -$122K |
|
11
ExxonMobil
XOM
$605B
| $6.73M | 2.45% |
67,313
| – | – |
|
|
12
Albemarle
ALB
$14.1B
| $6.45M | 2.35% |
44,644
-3,900
| -8% | -$536K |
|
13
Amazon
AMZN
$2.69T
| $6.37M | 2.32% |
41,950
+1,244
| +3% | +$174K |
|
14
Caterpillar
CAT
$404B
| $6.26M | 2.28% |
21,157
+150
| +0.7% | +$38.9K |
|
15
Thermo Fisher Scientific
TMO
$202B
| $6.09M | 2.22% |
11,474
-246
| -2% | -$119K |
|
16
Vertex Pharmaceuticals
VRTX
$123B
| $5.77M | 2.1% |
14,181
-251
| -2% | -$92.7K |
|
17
Berkshire Hathaway Class B
BRK.B
$1.06T
| $5.36M | 1.95% |
15,025
+332
| +2% | +$117K |
|
18
American Tower
AMT
$78.7B
| $4.86M | 1.77% |
22,502
+123
| +0.5% | +$23.2K |
|
19
Boeing
BA
$169B
| $4.76M | 1.73% |
18,260
| – | – |
|
20
Monster Beverage
MNST
$97.7B
| $4.4M | 1.6% |
76,320
+2,830
| +4% | +$151K |
|
21
DexCom
DXCM
$30.1B
| $4.23M | 1.54% |
34,056
-522
| -2% | -$53.3K |
|
22
Deere & Co
DE
$162B
| $3.48M | 1.27% |
8,697
-221
| -2% | -$83.3K |
|
|
23
Alibaba
BABA
$282B
| $3.28M | 1.2% |
42,361
+5,406
| +15% | +$431K |
|
24
Microchip Technology
MCHP
$44.4B
| $3.2M | 1.16% |
35,432
| – | – |
|
25
Skyworks Solutions
SWKS
$8.67B
| $3.15M | 1.15% |
28,008
+1,300
| +5% | +$127K |
|
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