MC
Moors & Cabot Portfolio holdings
AUM
$2.15B
1-Year Return
27.41%
This Quarter Return
+1.84%
1 Year Return
+27.41%
3 Year Return
+95.79%
5 Year Return
+182.71%
10 Year Return
+346.28%
AUM
$395M
AUM Growth
–
Cap. Flow
+$395M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
19.88%
Holding
381
New
380
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Enterprise Products Partners
EPD
|
$11.7M |
| 2 |
Johnson & Johnson
JNJ
|
$10.7M |
| 3 |
GE Aerospace
GE
|
$9.76M |
| 4 |
Exxon Mobil
XOM
|
$9.69M |
| 5 |
Procter & Gamble
PG
|
$7.38M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 23.58% |
| 2 | Healthcare | 12.69% |
| 3 | Industrials | 12.28% |
| 4 | Consumer Staples | 9.81% |
| 5 | Technology | 7.85% |
