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
$365M
AUM Growth
-$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M
2
+$1.13M
3
+$1.02M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$974K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$674K

Top Sells

1
+$1.99M
2
+$1.35M
3
+$1.12M
4
T icon
AT&T
T
+$1.09M
5
VLO icon
Valero Energy
VLO
+$1.05M

Sector Composition

1 Financials 14.49%
2 Healthcare 13.84%
3 Materials 10.16%
4 Industrials 8.92%
5 Communication Services 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
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