CW

Cabot-Wellington Portfolio holdings

AUM $290M
1-Year Est. Return 14.98%
This Quarter Est. Return
1 Year Est. Return
+14.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
+$9.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$714K

Top Sells

1 +$486K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$119M 65.65%
538,033
+3,240
2
$57.3M 31.73%
848,639
-7,203
3
$4.36M 2.42%
21,944
4
$361K 0.2%
3,725