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
$298M
AUM Growth
-$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$1.16M
3
+$684K
4
BABA icon
Alibaba
BABA
+$663K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$541K

Top Sells

1
+$3.28M
2
+$2.9M
3
+$2.51M
4
SWKS icon
Skyworks Solutions
SWKS
+$2.28M
5
GS icon
Goldman Sachs
GS
+$1.48M

Sector Composition

1 Technology 29.89%
2 Consumer Staples 14.16%
3 Communication Services 11.39%
4 Healthcare 10.66%
5 Consumer Discretionary 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$3.7T
$34M 11.41%
153,125
-11,300
PG icon
2
Procter & Gamble
PG
$352B
$22.9M 7.67%
134,092
-3,078
MSFT icon
3
Microsoft
MSFT
$3.8T
$22.1M 7.41%
58,790
-1,135
NFLX icon
4
Netflix
NFLX
$507B
$16.1M 5.42%
17,307
+344
FTNT icon
5
Fortinet
FTNT
$63.5B
$10.5M 3.52%
109,115
-10,435
COST icon
6
Costco
COST
$415B
$9.75M 3.27%
10,313
-44
MELI icon
7
Mercado Libre
MELI
$104B
$9.47M 3.18%
4,853
+49
BRK.B icon
8
Berkshire Hathaway Class B
BRK.B
$1.06T
$8.73M 2.93%
16,397
+1,015
XOM icon
9
Exxon Mobil
XOM
$477B
$7.73M 2.59%
65,000
-97
CAT icon
10
Caterpillar
CAT
$253B
$6.95M 2.33%
21,069
BABA icon
11
Alibaba
BABA
$382B
$6.77M 2.27%
51,176
+5,012
AMZN icon
12
Amazon
AMZN
$2.28T
$6.73M 2.26%
35,379
-7,050
VRTX icon
13
Vertex Pharmaceuticals
VRTX
$106B
$6.7M 2.25%
13,825
-116
TTD icon
14
Trade Desk
TTD
$24.7B
$6.7M 2.25%
122,424
+3,978
GOOG icon
15
Alphabet (Google) Class C
GOOG
$3.05T
$6.63M 2.22%
42,430
-4,610
EFX icon
16
Equifax
EFX
$28.1B
$6.33M 2.12%
26,000
-400
NVO icon
17
Novo Nordisk
NVO
$240B
$5.82M 1.95%
83,866
+68,792
NVDA icon
18
NVIDIA
NVDA
$4.45T
$5.28M 1.77%
48,720
-3,025
AMT icon
19
American Tower
AMT
$88.5B
$5.27M 1.77%
24,213
+1,390
TMO icon
20
Thermo Fisher Scientific
TMO
$203B
$5.09M 1.71%
10,228
-67
MNST icon
21
Monster Beverage
MNST
$68.3B
$4.8M 1.61%
81,987
-10,826
TSM icon
22
TSMC
TSM
$1.57T
$4.33M 1.45%
26,072
-173
AVGO icon
23
Broadcom
AVGO
$1.65T
$4.31M 1.44%
25,716
-990
HD icon
24
Home Depot
HD
$389B
$3.21M 1.08%
8,772
-10
CVX icon
25
Chevron
CVX
$308B
$3.18M 1.07%
19,008
+2,298
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