MC
Moors & Cabot Portfolio holdings
AUM
$2.15B
1-Year Return
27.41%
This Quarter Return
-18.73%
1 Year Return
+27.41%
3 Year Return
+95.79%
5 Year Return
+182.71%
10 Year Return
+346.28%
AUM
$688M
AUM Growth
-$308M
(-31%)
Cap. Flow
-$90.4M
Cap. Flow
% of AUM
-13.15%
Top 10 Holdings %
Top 10 Hldgs %
21.33%
Holding
691
New
87
Increased
112
Reduced
355
Closed
110
Top Buys
| 1 |
UnitedHealth
UNH
|
$1.55M |
| 2 |
Broadcom
AVGO
|
$1.27M |
| 3 |
JPS
Nuveen Preferred & Income Securities Fund
JPS
|
$1.19M |
| 4 |
Nuveen Preferred & Income Opportunities Fund
JPC
|
$1.13M |
| 5 |
MUI
BlackRock Municipal Income Fund, Inc.
MUI
|
$1.12M |
Top Sells
| 1 |
Procter & Gamble
PG
|
$4.51M |
| 2 |
Exxon Mobil
XOM
|
$2.85M |
| 3 |
Apple
AAPL
|
$2.42M |
| 4 |
Chevron
CVX
|
$2.38M |
| 5 |
Intel
INTC
|
$1.94M |
Sector Composition
| 1 | Technology | 17.25% |
| 2 | Healthcare | 15.12% |
| 3 | Financials | 9.38% |
| 4 | Industrials | 9.04% |
| 5 | Consumer Staples | 8.54% |
