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
$263M
AUM Growth
-$2.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$83.8K

Top Sells

1 +$1.72M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$204M 77.66%
705,090
-5,934
2
$54.8M 20.81%
779,286
+1,192
3
$3.8M 1.44%
15,800
4
$218K 0.08%
1,859