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
$593M
AUM Growth
+$1.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1 +$3.97M
2 +$2.39M
3 +$2.17M
4
SIVB
SVB Financial Group
SIVB
+$1.98M
5
PRVB
Provention Bio, Inc. Common Stock
PRVB
+$1.95M

Top Sells

1 +$4.59M
2 +$4.28M
3 +$2.86M
4
HDB icon
HDFC Bank
HDB
+$2.75M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.73M

Sector Composition

1 Technology 14.99%
2 Financials 14.58%
3 Consumer Discretionary 9%
4 Industrials 8.38%
5 Healthcare 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-4,094
152
-9,013
153
-561
154
-57,751
155
-6,050
156
-6,677
157
-1,768,072
158
-967