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KC
Knuff & Co Portfolio holdings
AUM
$332M
1-Year Est. Return
21.75%
This Fund
S&P 500
This Quarter
Est. Return
+1.99%
1 Year Est. Return
+21.75%
3 Year Est. Return
+73.7%
5 Year Est. Return
+109.83%
10 Year Est. Return
–
AUM
$339M
AUM Growth
-$5.9M
(-1.7%)
Cap. Flow
-$5.02M
Cap. Flow
% of AUM
-1.48%
Top 10 Holdings %
Top 10 Hldgs %
50.02%
Holding
137
New
14
Increased
40
Reduced
16
Closed
8
Top Buys
| 1 |
Amazon
AMZN
|
+$3M |
| 2 |
Mercado Libre
MELI
|
+$1.16M |
| 3 |
MongoDB
MDB
|
+$961K |
| 4 |
Apple
AAPL
|
+$752K |
| 5 |
ServiceNow
NOW
|
+$620K |
Top Sells
| 1 |
JD.com
JD
|
+$5.16M |
| 2 |
NVO
Novo Nordisk
NVO
|
+$4.26M |
| 3 |
Trade Desk
TTD
|
+$2.32M |
| 4 |
American Tower
AMT
|
+$1.26M |
| 5 |
VeriSign
VRSN
|
+$1.11M |
Sector Composition
| 1 | Technology | 35.46% |
| 2 | Consumer Staples | 12.75% |
| 3 | Consumer Discretionary | 10.56% |
| 4 | Communication Services | 10.05% |
| 5 | Healthcare | 9.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Apple
AAPL
$4.89T
| $43.2M | 12.73% |
158,841
+2,803
| +2% | +$752K |
|
2
Microsoft
MSFT
$2.98T
| $28.8M | 8.5% |
59,607
+306
| +0.5% | +$153K |
|
3
Procter & Gamble
PG
$353B
| $19.1M | 5.64% |
133,447
-624
| -0.5% | -$92K |
|
4
Netflix
NFLX
$313B
| $15.6M | 4.6% |
166,326
-1,834
| -1% | -$198K |
|
5
Alphabet (Google) Class C
GOOG
$4.32T
| $12.7M | 3.74% |
40,473
+48
| +0.1% | +$13.8K |
|
6
Caterpillar
CAT
$404B
| $11.8M | 3.47% |
20,569
| – | – |
|
|
7
Amazon
AMZN
$2.69T
| $10.6M | 3.12% |
45,816
+13,124
| +40% | +$3M |
|
|
8
Mercado Libre
MELI
$94.2B
| $10M | 2.95% |
4,977
+553
| +13% | +$1.16M |
|
9
Costco
COST
$419B
| $9.15M | 2.7% |
10,616
+3
| +0% | +$2.72K |
|
|
NVO
10
Novo Nordisk
NVO
$228B
| $8.74M | 2.58% |
171,750
-83,274
| -33% | -$4.26M |
|
11
Broadcom
AVGO
$1.78T
| $8.7M | 2.56% |
25,123
+55
| +0.2% | +$19.7K |
|
12
Berkshire Hathaway Class B
BRK.B
$1.06T
| $8.5M | 2.51% |
16,913
+140
| +0.8% | +$69.7K |
|
13
TSMC
TSM
$2.13T
| $8.43M | 2.48% |
27,728
+1,401
| +5% | +$411K |
|
14
Fortinet
FTNT
$118B
| $8.33M | 2.46% |
105,300
+325
| +0.3% | +$27K |
|
15
Alibaba
BABA
$282B
| $8.33M | 2.45% |
56,800
+2,408
| +4% | +$392K |
|
16
NVIDIA
NVDA
$5.02T
| $7.68M | 2.26% |
41,170
-435
| -1% | -$81K |
|
17
ExxonMobil
XOM
$605B
| $7.57M | 2.23% |
62,917
-15
| -0% | -$1.74K |
|
18
Vertex Pharmaceuticals
VRTX
$123B
| $6.44M | 1.9% |
14,197
+13
| +0.1% | +$5.6K |
|
|
19
MongoDB
MDB
$26.4B
| $5.95M | 1.75% |
14,171
+2,642
| +23% | +$961K |
|
20
Celsius Holdings
CELH
$7.66B
| $5.85M | 1.72% |
127,881
+8,517
| +7% | +$429K |
|
21
Monster Beverage
MNST
$97.7B
| $5.56M | 1.64% |
72,477
| – | – |
|
22
Equifax
EFX
$21.4B
| $5.1M | 1.5% |
23,500
| – | – |
|
23
Thermo Fisher Scientific
TMO
$202B
| $4.72M | 1.39% |
8,138
+32
| +0.4% | +$18.1K |
|
|
24
Alphabet (Google) Class A
GOOGL
$4.33T
| $3.96M | 1.17% |
12,664
+143
| +1% | +$40.9K |
|
25
Boeing
BA
$169B
| $3.92M | 1.16% |
18,061
+180
| +1% | +$37K |
|
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