CC
Constitution Capital Portfolio holdings
AUM
$214M
1-Year Est. Return
17.76%
1 Year Est. Return
+17.76%
AUM
$196M
AUM Growth
+$15.4M
(+8.5%)
Holding
61
Top Buys
| 1 | +$2.41M | |
| 2 | +$2.32M | |
| 3 | +$1.28M | |
| 4 |
Comcast
CMCSA
|
+$896K |
| 5 |
American Electric Power
AEP
|
+$737K |
Top Sells
| 1 | +$2.45M | |
| 2 | +$1.94M | |
| 3 | +$1.42M | |
| 4 |
PepsiCo
PEP
|
+$1.18M |
| 5 |
Blackrock
BLK
|
+$1.04M |
Sector Composition
| 1 | Technology | 35.4% |
| 2 | Consumer Staples | 16.21% |
| 3 | Financials | 9.7% |
| 4 | Consumer Discretionary | 6.88% |
| 5 | Utilities | 6.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Lockheed Martin
LMT
$110B
| $278K | 0.14% |
600
|
|
||
52
Marriott International
MAR
$81.6B
| $260K | 0.13% |
950
-1,050
|
|
||
53
Morgan Stanley
MS
$281B
| $225K | 0.12% |
1,600
-2,500
|
|
||
54
TJX Companies
TJX
$173B
| $216K | 0.11% |
1,753
|
|
||
55
Gabelli Dividend & Income Trust
GDV
$2.41B
| $216K | 0.11% |
8,300
|
|
||
56
Amgen
AMGN
$175B
| $214K | 0.11% |
765
|
|
||
57
Chubb
CB
$123B
| – | – |
-1,000
|
|
||
58
Medtronic
MDT
$125B
| – | – |
-2,300
|
|
||
59
Qualcomm
QCOM
$188B
| – | – |
-2,200
|
|
||
60
AbbVie
ABBV
$394B
| – | – |
-1,000
|
|
||
|
61
Blackrock
BLK
$166B
| – | – |
-1,100
|
|