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
$328M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$3.77M
2
+$1.81M
3
+$974K
4
MSFT icon
Microsoft
MSFT
+$481K
5
NVO icon
Novo Nordisk
NVO
+$471K

Top Sells

1
+$3.44M
2
+$1.65M
3
+$630K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$517K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$513K

Sector Composition

1 Technology 32.24%
2 Consumer Staples 13.33%
3 Communication Services 12.29%
4 Consumer Discretionary 10.96%
5 Healthcare 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$39.2M 11.95%
168,077
+417
2
$26.1M 7.95%
60,573
+1,117
3
$23.9M 7.29%
137,948
-2,080
4
$13.7M 4.19%
125,312
-2,277
5
$12.7M 3.87%
17,858
-24
6
$9.78M 2.98%
4,764
+85
7
$9.29M 2.84%
119,840
+1,000
8
$9.18M 2.8%
10,359
9
$8.29M 2.53%
44,503
+2,169
10
$8.26M 2.52%
21,107
11
$8.03M 2.45%
48,030
-3,095
12
$7.76M 2.37%
26,400
13
$7.62M 2.33%
65,044
-1,269
14
$7.01M 2.14%
15,241
+400
15
$6.65M 2.03%
54,770
+1,110
16
$6.6M 2.01%
14,193
-150
17
$6.5M 1.98%
10,513
-120
18
$5.11M 1.56%
21,978
+416
19
$5.04M 1.54%
47,494
+1,940
20
$4.96M 1.51%
94,989
+18,669
21
$4.66M 1.42%
26,986
+56
22
$4.51M 1.38%
25,977
-75
23
$4.47M 1.37%
77,650
+65,450
24
$3.52M 1.07%
8,676
+100
25
$3.34M 1.02%
7,998
-25
1
2 3 4 5