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
$274M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$620K
3
+$460K
4
BABA icon
Alibaba
BABA
+$419K
5
MPWR icon
Monolithic Power Systems
MPWR
+$409K

Top Sells

1
+$1.23M
2
+$1.08M
3
+$716K
4
ALB icon
Albemarle
ALB
+$563K
5
KVUE icon
Kenvue
KVUE
+$372K

Sector Composition

1 Technology 30.78%
2 Consumer Staples 13.69%
3 Communication Services 11.1%
4 Healthcare 10.79%
5 Consumer Discretionary 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.3M 11.42%
162,794
+1,125
2
$22.4M 8.16%
59,571
+323
3
$21.2M 7.73%
144,668
+20
4
$9.76M 3.56%
135,655
+1,515
5
$9.35M 3.41%
19,211
-130
6
$7.29M 2.66%
51,710
+2,015
7
$7.19M 2.62%
122,795
+1,296
8
$6.99M 2.55%
4,449
+662
9
$6.99M 2.55%
10,585
-141
10
$6.9M 2.51%
27,900
-600
11
$6.73M 2.45%
67,313
12
$6.45M 2.35%
44,644
-3,900
13
$6.37M 2.32%
41,950
+1,244
14
$6.26M 2.28%
21,157
+150
15
$6.09M 2.22%
11,474
-246
16
$5.77M 2.1%
14,181
-251
17
$5.36M 1.95%
15,025
+332
18
$4.86M 1.77%
22,502
+123
19
$4.76M 1.73%
18,260
20
$4.4M 1.6%
76,320
+2,830
21
$4.23M 1.54%
34,056
-522
22
$3.48M 1.27%
8,697
-221
23
$3.28M 1.2%
42,361
+5,406
24
$3.2M 1.16%
35,432
25
$3.15M 1.15%
28,008
+1,300
1
2 3 4 5