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
251
-2,725