CCB
Cutter & Co Brokerage Portfolio holdings
AUM
$423M
1-Year Return
15.02%
This Quarter Return
-0.12%
1 Year Return
+15.02%
3 Year Return
+40.37%
5 Year Return
+171.7%
10 Year Return
+252.97%
AUM
$210M
AUM Growth
–
Cap. Flow
+$210M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
20.62%
Holding
212
New
212
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$6.67M |
| 2 |
EEQ
Enbridge Energy Management Llc
EEQ
|
$5.3M |
| 3 |
National Fuel Gas
NFG
|
$4.25M |
| 4 |
Essential Utilities
WTRG
|
$4.14M |
| 5 |
American Water Works
AWK
|
$3.89M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Utilities | 27.09% |
| 2 | Energy | 22.65% |
| 3 | Industrials | 8.46% |
| 4 | Financials | 6.43% |
| 5 | Healthcare | 6.36% |
