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MC

Moors & Cabot Portfolio holdings

AUM $2.34B
1-Year Est. Return 30.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.29B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
948
New
Increased
Reduced
Closed

Top Buys

1
+$7.41M
2
+$2.56M
3
+$2.32M
4
FRDM icon
Freedom 100 Emerging Markets ETF
FRDM
+$2.14M
5
SJT
San Juan Basin Royalty Trust
SJT
+$1.91M

Top Sells

1
+$7.01M
2
+$4.64M
3
+$4.03M
4
MSFT icon
Microsoft
MSFT
+$3.06M
5
IBB icon
iShares Biotechnology ETF
IBB
+$2.61M

Sector Composition

1 Technology 24.46%
2 Financials 10.46%
3 Energy 10.22%
4 Industrials 8.51%
5 Healthcare 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.6M 0.07%
25,958
-155
252
$1.6M 0.07%
4,941
-2
253
$1.59M 0.07%
11,299
+423
254
$1.59M 0.07%
27,631
+7,769
255
$1.58M 0.07%
50,754
256
$1.56M 0.07%
20,940
-1,046
257
$1.56M 0.07%
26,132
-2,312
258
$1.54M 0.07%
10,870
+362
259
$1.54M 0.07%
31,183
-312
260
$1.53M 0.07%
34,301
-3,462
261
$1.52M 0.07%
17,731
262
$1.52M 0.07%
39,711
+13,468
263
$1.51M 0.07%
7,000
+600
264
$1.51M 0.07%
7,810
-132
265
$1.5M 0.07%
5,119
-658
266
$1.49M 0.07%
13,593
-52
267
$1.48M 0.06%
24,280
-750
268
$1.47M 0.06%
43,955
+18,168
269
$1.47M 0.06%
42,051
-8,000
270
$1.47M 0.06%
24,544
-1,132
271
$1.46M 0.06%
3,006
-65
272
$1.46M 0.06%
46,380
-6,525
273
$1.45M 0.06%
5,876
+1,193
274
$1.45M 0.06%
7,344
+1,417
275
$1.44M 0.06%
11,971
+531
9 10
11
12 13