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
$1.19B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$1.39M
3
+$1.02M
4
CFG icon
Citizens Financial Group
CFG
+$1.02M
5
DKNG icon
DraftKings
DKNG
+$958K

Top Sells

1
+$3.99M
2
+$2.9M
3
+$2.35M
4
HD icon
Home Depot
HD
+$2.31M
5
AVGO icon
Broadcom
AVGO
+$2.08M

Sector Composition

1 Technology 19.74%
2 Healthcare 12.64%
3 Financials 9.52%
4 Industrials 8.89%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$843K 0.07%
5,876
252
$842K 0.07%
6,002
253
$841K 0.07%
83,319
-29
254
$839K 0.07%
17,769
+1,187
255
$836K 0.07%
9,454
+258
256
$833K 0.07%
5,275
+19
257
$829K 0.07%
4,600
-99
258
$826K 0.07%
7,307
-716
259
$825K 0.07%
18,887
-12,253
260
$818K 0.07%
50,270
-1,558
261
$815K 0.07%
4,131
+41
262
$815K 0.07%
35,237
+736
263
$814K 0.07%
3,874
-78
264
$811K 0.07%
35,666
-7,277
265
$808K 0.07%
71,218
-3,000
266
$799K 0.07%
7,852
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267
$796K 0.07%
11,700
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268
$793K 0.07%
2,986
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269
$793K 0.07%
22,508
-1,050
270
$790K 0.07%
19,721
+3,659
271
$788K 0.07%
2,992
+125
272
$784K 0.07%
8,434
-327
273
$782K 0.07%
15,274
+5,039
274
$781K 0.07%
3,888
-196
275
$780K 0.07%
8,154
+4,598
9 10
11
12 13