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CW

Cabot-Wellington Portfolio holdings

AUM $338M
1-Year Est. Return 18.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$309M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$1.78M
2
+$389K
3
+$167K
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$109K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$221M 71.52%
673,701
-5,634
2
$65.5M 21.18%
749,982
-4,578
3
$20.3M 6.56%
307,625
-1,751
4
$2.03M 0.66%
7,964
-675
5
$256K 0.08%
1,859