CC
Constitution Capital Portfolio holdings
AUM $196M
1-Year Return
16.15%
This Quarter Return
+10.56%
1 Year Return
+16.15%
3 Year Return
+69.54%
5 Year Return
–
10 Year Return
–
AUM
$141M
AUM Growth
–
Cap. Flow
+$141M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
66.65%
Holding
57
New
57
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Microsoft
MSFT
|
+$28.2M |
| 2 |
PepsiCo
PEP
|
+$11.6M |
| 3 |
NextEra Energy, Inc.
NEE
|
+$8.55M |
| 4 |
JPMorgan Chase
JPM
|
+$7.65M |
| 5 |
Walt Disney
DIS
|
+$7.58M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 25.04% |
| 2 | Consumer Staples | 18.44% |
| 3 | Communication Services | 10.3% |
| 4 | Financials | 9.86% |
| 5 | Utilities | 8.5% |
