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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
326
$1.16M 0.05%
9,804
+1,368
327
$1.16M 0.05%
25,029
+716
328
$1.15M 0.05%
24,601
+1,283
329
$1.14M 0.05%
11,982
-676
330
$1.14M 0.05%
49,554
+1,087
331
$1.14M 0.05%
10,533
-232
332
$1.13M 0.05%
20,451
+6,328
333
$1.12M 0.05%
20,755
+792
334
$1.12M 0.05%
3,176
-438
335
$1.12M 0.05%
23,160
+8,363
336
$1.11M 0.05%
23,075
337
$1.1M 0.05%
213,900
338
$1.1M 0.05%
20,221
+500
339
$1.1M 0.05%
76,101
+3,049
340
$1.1M 0.05%
4,644
+135
341
$1.09M 0.05%
9,016
-866
342
$1.09M 0.05%
28,855
+18,732
343
$1.08M 0.05%
14,113
+275
344
$1.08M 0.05%
+21,595
345
$1.07M 0.05%
12,579
-193
346
$1.06M 0.05%
93,282
+7,997
347
$1.06M 0.05%
12,859
+662
348
$1.06M 0.05%
2,309
-79
349
$1.05M 0.05%
24,830
350
$1.05M 0.05%
61,033
+9,165
12 13
14
15 16