CWM

Cabot Wealth Management Portfolio holdings

AUM $902M
1-Year Est. Return 16.74%
This Quarter Est. Return
1 Year Est. Return
+16.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$334M
AUM Growth
+$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$4.6M
2
+$3.74M
3
+$3.51M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.44M
5
JPM icon
JPMorgan Chase
JPM
+$3.33M

Top Sells

1
+$4.11M
2
+$3.08M
3
+$2.82M
4
IYC icon
iShares US Consumer Discretionary ETF
IYC
+$2.64M
5
ONXX
ONYX PHARMACEUTICALS INC
ONXX
+$2.3M

Sector Composition

1 Technology 11.62%
2 Consumer Discretionary 10.35%
3 Healthcare 9.95%
4 Financials 7.62%
5 Energy 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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