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
$239M
AUM Growth
+$66.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$49.6M

Top Sells

1 +$2.24M
2 +$230K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$177M 74.17%
747,985
+209,079
2
$57.3M 23.97%
815,171
-31,839
3
$4.45M 1.86%
20,868
-1,076