CCB

Cutter & Co Brokerage Portfolio holdings

AUM $423M
1-Year Est. Return 15.02%
This Quarter Est. Return
1 Year Est. Return
+15.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$423M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1 +$7.07M
2 +$3.57M
3 +$2.38M
4
MA icon
Mastercard
MA
+$2.28M
5
AMZN icon
Amazon
AMZN
+$2.24M

Top Sells

1 +$6.66M
2 +$2.4M
3 +$2.32M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.63M
5
NSC icon
Norfolk Southern
NSC
+$1.48M

Sector Composition

1 Financials 19.23%
2 Industrials 16.18%
3 Healthcare 12.19%
4 Energy 10.39%
5 Technology 7.9%