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
$395M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
381
New
Increased
Reduced
Closed

Top Buys

1 +$11.7M
2 +$10.7M
3 +$9.76M
4
XOM icon
Exxon Mobil
XOM
+$9.69M
5
PG icon
Procter & Gamble
PG
+$7.38M

Top Sells

No sells this quarter

Sector Composition

1 Energy 23.58%
2 Healthcare 12.69%
3 Industrials 12.1%
4 Consumer Staples 9.81%
5 Technology 7.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$17K ﹤0.01%
+10,250
377
$16K ﹤0.01%
+468
378
$12K ﹤0.01%
+23
379
$11K ﹤0.01%
+2,435
380
$5K ﹤0.01%
+1,200
381
0