CWM

Cabot Wealth Management Portfolio holdings

AUM $841M
1-Year Est. Return 16%
This Quarter Est. Return
1 Year Est. Return
+16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$419M
AUM Growth
-$99.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1 +$13.7M
2 +$3.18M
3 +$2.71M
4
MELI icon
Mercado Libre
MELI
+$2.62M
5
OZK icon
Bank OZK
OZK
+$2.52M

Sector Composition

1 Technology 14.96%
2 Financials 9.57%
3 Consumer Discretionary 8.21%
4 Communication Services 8.12%
5 Healthcare 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,721
127
-6,601
128
-2,658
129
-5,753
130
-2,053
131
-3,508
132
-6,041
133
-2,329
134
-8,990