MC
Moors & Cabot Portfolio holdings
AUM
$2.15B
1-Year Return
27.41%
This Quarter Return
-2.1%
1 Year Return
+27.41%
3 Year Return
+95.79%
5 Year Return
+182.71%
10 Year Return
+346.28%
AUM
$757M
AUM Growth
+$1.62M
(+0.21%)
Cap. Flow
+$24.4M
Cap. Flow
% of AUM
3.22%
Top 10 Holdings %
Top 10 Hldgs %
16.37%
Holding
614
New
49
Increased
270
Reduced
205
Closed
37
Top Buys
| 1 |
Nutrien
NTR
|
+$2.1M |
| 2 |
Ventas
VTR
|
+$1.39M |
| 3 |
Walmart
WMT
|
+$1.25M |
| 4 |
Amazon
AMZN
|
+$1.24M |
| 5 |
Newell Brands
NWL
|
+$1.13M |
Top Sells
| 1 |
Accenture
ACN
|
+$2.34M |
| 2 |
POT
Potash Corp Of Saskatchewan
POT
|
+$2.02M |
| 3 |
Barrett Business Services
BBSI
|
+$1.86M |
| 4 |
Starbucks
SBUX
|
+$1.34M |
| 5 |
Wells Fargo
WFC
|
+$974K |
Sector Composition
| 1 | Healthcare | 13.6% |
| 2 | Energy | 12.22% |
| 3 | Technology | 11.9% |
| 4 | Industrials | 11.02% |
| 5 | Financials | 10.26% |
