We are live on ! Find out more
CCB

Cutter & Co Brokerage Portfolio holdings

AUM $423M
1-Year Est. Return 15.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$204M
AUM Growth
-$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$2.07M
3
+$1.05M
4
FMC icon
FMC
FMC
+$1.04M
5
MUSA icon
Murphy USA
MUSA
+$606K

Top Sells

1
+$1.83M
2
+$1.68M
3
+$1.66M
4
MDXG icon
MiMedx Group
MDXG
+$1.38M
5
LNN icon
Lindsay Corp
LNN
+$1.05M

Sector Composition

1 Utilities 20.97%
2 Energy 12.48%
3 Healthcare 10.48%
4 Industrials 9.35%
5 Financials 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-10,800
252
– –
-2,075
253
– –
-13,161
254
– –
-5,720
255
– –
-13,410
256
– –
-13,937
257
– –
-10,975
258
– –
-4,467
259
– –
-5,600
260
– –
-4,440
261
– –
-14,200
262
– –
-30,192
263
– –
-2,449
264
– –
-10,052
7 8 9 10
11