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
$297M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$628K
3
+$492K
4
AMGN icon
Amgen
AMGN
+$426K
5
MELI icon
Mercado Libre
MELI
+$314K

Top Sells

1
+$2.05M
2
+$982K
3
+$791K
4
PXD
Pioneer Natural Resource Co.
PXD
+$570K
5
VFC icon
VF Corp
VFC
+$495K

Sector Composition

1 Technology 30.13%
2 Consumer Staples 13.78%
3 Communication Services 12.11%
4 Healthcare 12.1%
5 Industrials 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.7M 9.32%
161,650
-1,144
2
$25.1M 8.44%
59,696
+125
3
$23.1M 7.78%
142,643
-2,025
4
$11.7M 3.92%
133,429
-2,226
5
$11.3M 3.8%
18,616
-595
6
$8.25M 2.77%
120,815
-1,980
7
$7.88M 2.65%
51,725
+15
8
$7.73M 2.6%
21,107
-50
9
$7.71M 2.59%
66,313
-1,000
10
$7.69M 2.59%
42,634
+684
11
$7.63M 2.56%
10,410
-175
12
$7.3M 2.45%
27,300
-600
13
$7.04M 2.37%
4,657
+208
14
$6.43M 2.16%
11,057
-417
15
$6.23M 2.09%
14,808
-217
16
$6M 2.02%
14,350
+169
17
$5.16M 1.74%
57,160
18
$4.9M 1.65%
37,192
-7,452
19
$4.61M 1.55%
33,256
-800
20
$4.52M 1.52%
76,320
21
$4.52M 1.52%
13,794
+12,116
22
$4.26M 1.43%
21,545
-957
23
$3.57M 1.2%
26,930
-1,050
24
$3.55M 1.19%
26,102
25
$3.5M 1.18%
18,160
-100
1
2 3 4 5