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
$406M
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$6.04M
2 +$4.01M
3 +$3.7M
4
INGN icon
Inogen
INGN
+$3.3M
5
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$2.47M

Top Sells

1 +$3.52M
2 +$3.07M
3 +$3.04M
4
AYI icon
Acuity Brands
AYI
+$3.03M
5
MBLY
Mobileye N.V.
MBLY
+$2.42M

Sector Composition

1 Financials 11.52%
2 Technology 10.41%
3 Consumer Discretionary 9.37%
4 Communication Services 7.18%
5 Healthcare 6.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-7,203
152
-14,480