CC
Constitution Capital Portfolio holdings
AUM
$196M
1-Year Return
16.15%
This Quarter Return
+7.62%
1 Year Return
+16.15%
3 Year Return
+69.54%
5 Year Return
–
10 Year Return
–
AUM
$163M
AUM Growth
+$12M
(+7.9%)
Cap. Flow
+$2.38M
Cap. Flow
% of AUM
1.46%
Top 10 Holdings %
Top 10 Hldgs %
63.91%
Holding
71
New
9
Increased
18
Reduced
28
Closed
3
Top Buys
| 1 |
Microsoft
MSFT
|
$4.42M |
| 2 |
Meta Platforms (Facebook)
META
|
$3.55M |
| 3 |
General Motors
GM
|
$1.94M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$1.3M |
| 5 |
Boeing
BA
|
$1.19M |
Top Sells
| 1 |
Johnson & Johnson
JNJ
|
$1.48M |
| 2 |
Walt Disney
DIS
|
$1.32M |
| 3 |
PepsiCo
PEP
|
$1.3M |
| 4 |
Apple
AAPL
|
$1.3M |
| 5 |
Merck
MRK
|
$974K |
Sector Composition
| 1 | Technology | 31% |
| 2 | Consumer Staples | 14.97% |
| 3 | Communication Services | 9.73% |
| 4 | Financials | 9.17% |
| 5 | Consumer Discretionary | 8.67% |
