KC

Knuff & Co Portfolio holdings

AUM $345M
1-Year Est. Return 22.99%
This Quarter Est. Return
1 Year Est. Return
+22.99%
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
1
$34M 11.41%
153,125
-11,300
2
$22.9M 7.67%
134,092
-3,078
3
$22.1M 7.41%
58,790
-1,135
4
$16.1M 5.42%
173,070
+3,440
5
$10.5M 3.52%
109,115
-10,435
6
$9.75M 3.27%
10,313
-44
7
$9.47M 3.18%
4,853
+49
8
$8.73M 2.93%
16,397
+1,015
9
$7.73M 2.59%
65,000
-97
10
$6.95M 2.33%
21,069
11
$6.77M 2.27%
51,176
+5,012
12
$6.73M 2.26%
35,379
-7,050
13
$6.7M 2.25%
13,825
-116
14
$6.7M 2.25%
122,424
+3,978
15
$6.63M 2.22%
42,430
-4,610
16
$6.33M 2.12%
26,000
-400
17
$5.82M 1.95%
83,866
+68,792
18
$5.28M 1.77%
48,720
-3,025
19
$5.27M 1.77%
24,213
+1,390
20
$5.09M 1.71%
10,228
-67
21
$4.8M 1.61%
81,987
-10,826
22
$4.33M 1.45%
26,072
-173
23
$4.31M 1.44%
25,716
-990
24
$3.21M 1.08%
8,772
-10
25
$3.18M 1.07%
19,008
+2,298
1
2 3 4 5