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CWM

Cabot Wealth Management Portfolio holdings

AUM $869M
1-Year Est. Return 16.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$382M
AUM Growth
+$48.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$5.53M
2
+$3.76M
3
+$2.99M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.56M
5
ECL icon
Ecolab
ECL
+$2.49M

Top Sells

1
+$3.66M
2
+$2.67M
3
+$2.56M
4
CVE icon
Cenovus Energy
CVE
+$2.41M
5
RYN icon
Rayonier
RYN
+$2.3M

Sector Composition

1 Healthcare 11.75%
2 Technology 11.35%
3 Consumer Discretionary 9.05%
4 Financials 8.56%
5 Energy 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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-8,384
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-8,036
157
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-98,936
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165
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-55,610
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