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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
276
$1.44M 0.06%
6,276
-237
277
$1.42M 0.06%
4,150
-191
278
$1.41M 0.06%
8,089
-18
279
$1.41M 0.06%
3,337
+190
280
$1.41M 0.06%
16,610
-5,230
281
$1.4M 0.06%
3,579
-555
282
$1.4M 0.06%
41,726
-3,350
283
$1.39M 0.06%
29,244
-1,296
284
$1.38M 0.06%
10,166
-176
285
$1.38M 0.06%
10,348
+125
286
$1.37M 0.06%
6,999
-1,097
287
$1.37M 0.06%
9,003
-407
288
$1.36M 0.06%
70,079
+37,203
289
$1.36M 0.06%
12,054
+369
290
$1.35M 0.06%
9,163
+275
291
$1.34M 0.06%
5,704
-23
292
$1.34M 0.06%
19,825
-1,240
293
$1.34M 0.06%
13,188
-1,102
294
$1.33M 0.06%
28,111
-1,531
295
$1.31M 0.06%
7,147
-264
296
$1.3M 0.06%
2,494
+431
297
$1.3M 0.06%
9,024
-19,124
298
$1.3M 0.06%
26,711
-1,879
299
$1.3M 0.06%
60,711
+6,975
300
$1.29M 0.06%
102,655
-13,000
10 11
12
13 14