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
$258M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$205K

Top Sells

1 +$1.35M
2 +$878K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$193M 74.93%
742,806
-5,179
2
$59.6M 23.14%
803,347
-11,824
3
$4.77M 1.85%
20,868
4
$205K 0.08%
+1,859