MC

Moors & Cabot Portfolio holdings

AUM $2.15B
1-Year Est. Return 27.41%
This Quarter Est. Return
1 Year Est. Return
+27.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$546M
AUM Growth
+$4.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$1.46M
3
+$1.23M
4
FMC icon
FMC
FMC
+$1.02M
5
ESI icon
Element Solutions
ESI
+$900K

Top Sells

1
+$2.44M
2
+$1.46M
3
+$1.34M
4
AAPL icon
Apple
AAPL
+$1.1M
5
JBLU icon
JetBlue
JBLU
+$1.04M

Sector Composition

1 Energy 15.42%
2 Healthcare 14.77%
3 Industrials 11.27%
4 Consumer Staples 10.54%
5 Technology 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$600K 0.11%
4,701
+1,519
227
$600K 0.11%
16,444
+388
228
$599K 0.11%
17,200
+3,250
229
$588K 0.11%
11,515
-2,850
230
$565K 0.1%
31,766
-2,941
231
$564K 0.1%
7,578
+887
232
$563K 0.1%
8,711
+92
233
$561K 0.1%
15,098
-97
234
$560K 0.1%
7,271
-219
235
$552K 0.1%
8,190
+1,174
236
$551K 0.1%
12,919
-14,768
237
$550K 0.1%
11,787
+7
238
$549K 0.1%
41,295
-1,787
239
$539K 0.1%
6,371
-494
240
$535K 0.1%
11,635
-2,291
241
$534K 0.1%
17,693
-1,160
242
$534K 0.1%
6,967
-4,192
243
$532K 0.1%
116,355
-10,412
244
$532K 0.1%
53,950
-6,600
245
$530K 0.1%
16,095
-400
246
$523K 0.1%
17,422
-802
247
$520K 0.1%
9,434
+2,482
248
$513K 0.09%
10,369
+103
249
$507K 0.09%
6,275
+2,225
250
$492K 0.09%
14,658
-1,037
8 9
10
11 12