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
$293M
AUM Growth
-$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1 +$3.6M
2 +$3.27M
3 +$2.62M
4
OXY icon
Occidental Petroleum
OXY
+$2.16M
5
WSO icon
Watsco Inc
WSO
+$1.66M

Sector Composition

1 Financials 15.77%
2 Healthcare 14.17%
3 Energy 10.64%
4 Industrials 9.79%
5 Communication Services 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$19K 0.01%
19,100
227
$13K ﹤0.01%
1,318
228
$10K ﹤0.01%
10,000
229
$5K ﹤0.01%
95
230
-10,000
231
-90,649
232
-10,000
233
-217,822
234
-2,252
235
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236
-8,700
237
-51,840
238
-40,173
239
-1,932
240
-2,580
241
-2,090
242
-2,054
243
-2,639
244
-872
245
-3,325
246
-4,960
247
-6,829
248
-1,585
249
-6,663
250
-1,406