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Deborah Castiglioni

@Cutter & Co Brokerage, Inc.

Latest period2024 - Q3ReportedManaged Assets$442.12MTotal holdings218
Assets growth rate7.15%Assets growth rate (2-Q avg)4.25%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Cutter & Co Brokerage, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 218 positions.

Assets under management

The assets under management (AUM) of Cutter & Co Brokerage, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 442.12M in assets, with a quarterly growth rate of 7.15% and a 2-quarter average growth rate of 4.25%. The portfolio is managed by Deborah Castiglioni, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AWKAmerican Water Works Co
Recent Activity
Decreased -2.94%
1.72%
$7.6M
51,967 shares@ $146.24 avg price
BCPCBalchem Corp
Recent Activity
Decreased -1.78%
1.68%
$7.427M
42,198 shares@ $176.01 avg price
WSOWatsco Inc
Recent Activity
Decreased -1.78%
1.4%
$6.186M
12,577 shares@ $491.87 avg price
LLYEli Lilly Co
Recent Activity
Decreased -2.01%
1.38%
$6.077M
6,860 shares@ $885.93 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 36.38%
1.37%
$6.04M
32,417 shares@ $186.34 avg price
AAAUGoldman Sachs Etf
Recent Activity
Increased 811.66%
1.34%
$5.895M
226,456 shares@ $26.03 avg price
METAMeta Platforms Inc A
Recent Activity
Increased 0.68%
1.27%
$5.573M
9,735 shares@ $572.45 avg price
OXYOccidental Pete Corp
Recent Activity
Increased 32.46%
1.24%
$5.454M
105,823 shares@ $51.55 avg price
VOOVanguard Indx S P500 Etf
Recent Activity
Decreased -3.48%
1.22%
$5.393M
10,221 shares@ $527.65 avg price
VRTXVertex Pharm Inc
Recent Activity
Decreased -1.63%
1.22%
$5.368M
11,542 shares@ $465.08 avg price