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
$391M
AUM Growth
-$7.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1 +$2.76M
2 +$2.67M
3 +$2.54M
4
BBBY
Bed Bath & Beyond Inc
BBBY
+$2.4M
5
ROST icon
Ross Stores
ROST
+$1.77M

Top Sells

1 +$3.14M
2 +$2.91M
3 +$2.74M
4
EVV
Eaton Vance Limited Duration Income Fund
EVV
+$2.22M
5
UAA icon
Under Armour
UAA
+$1.63M

Sector Composition

1 Healthcare 14.09%
2 Consumer Discretionary 9.94%
3 Financials 9.75%
4 Technology 8.76%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-2,010
152
-10,804
153
-99,846
154
-6,392