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
$255M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1 +$4.83M
2 +$1.62M
3 +$1.58M
4
MKC icon
McCormick & Company Non-Voting
MKC
+$1.21M
5
META icon
Meta Platforms (Facebook)
META
+$747K

Sector Composition

1 Utilities 14.1%
2 Healthcare 13.37%
3 Energy 10.69%
4 Financials 8.7%
5 Consumer Discretionary 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
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