MC

Moors & Cabot Portfolio holdings

AUM $2.15B
1-Year Est. Return 27.41%
This Quarter Est. Return
1 Year Est. Return
+27.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$546M
AUM Growth
+$4.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$1.46M
3
+$1.23M
4
FMC icon
FMC
FMC
+$1.02M
5
ESI icon
Element Solutions
ESI
+$900K

Top Sells

1
+$2.44M
2
+$1.46M
3
+$1.34M
4
AAPL icon
Apple
AAPL
+$1.1M
5
JBLU icon
JetBlue
JBLU
+$1.04M

Sector Composition

1 Energy 15.42%
2 Healthcare 14.77%
3 Industrials 11.27%
4 Consumer Staples 10.54%
5 Technology 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$300K 0.05%
8,258
+1
352
$296K 0.05%
+3,885
353
$295K 0.05%
13,807
-500
354
$295K 0.05%
14,725
-250
355
$295K 0.05%
2,085
+23
356
$293K 0.05%
14,508
+2,162
357
$292K 0.05%
2,873
-223
358
$291K 0.05%
+12,173
359
$291K 0.05%
16,357
-1,060
360
$289K 0.05%
9,224
+14
361
$289K 0.05%
6,875
362
$288K 0.05%
30,575
-925
363
$286K 0.05%
20,107
+2,161
364
$285K 0.05%
5,406
-336
365
$284K 0.05%
4,818
-147
366
$283K 0.05%
20,522
-523
367
$281K 0.05%
52,809
-1,384
368
$279K 0.05%
58,715
-8,946
369
$278K 0.05%
12,611
-250
370
$276K 0.05%
7,507
+103
371
$276K 0.05%
3,909
-95
372
$276K 0.05%
5,391
+712
373
$275K 0.05%
+13,747
374
$274K 0.05%
4,436
-146
375
$274K 0.05%
14,390
-183
13 14
15
16 17