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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
351
$1.05M 0.05%
13,711
+5,697
352
$1.05M 0.05%
114,200
+5,080
353
$1.05M 0.05%
21,131
+3,362
354
$1.04M 0.05%
5,310
+165
355
$1.03M 0.04%
9,297
+1,168
356
$1.02M 0.04%
23,527
-1,268
357
$1.01M 0.04%
+11,910
358
$988K 0.04%
28,174
-1,581
359
$987K 0.04%
2,078
-1,036
360
$986K 0.04%
6,471
-794
361
$986K 0.04%
5,850
-150
362
$974K 0.04%
8,967
-31
363
$973K 0.04%
2,000
-202
364
$972K 0.04%
10,880
+187
365
$961K 0.04%
24,803
-1,283
366
$959K 0.04%
18,356
+618
367
$957K 0.04%
53,742
+6,036
368
$955K 0.04%
6,979
+4,354
369
$952K 0.04%
15,943
-1,573
370
$947K 0.04%
19,318
+478
371
$942K 0.04%
32,749
+5,338
372
$940K 0.04%
6,047
-374
373
$930K 0.04%
7,336
-222
374
$929K 0.04%
38,950
+7,180
375
$929K 0.04%
34,017
+1,802
13 14
15
16 17