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
$607M
AUM Growth
+$9.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$2.02M
3
+$1.34M
4
TSCO icon
Tractor Supply
TSCO
+$915K
5
INDB icon
Independent Bank
INDB
+$877K

Top Sells

1
+$3.38M
2
+$1.39M
3
+$957K
4
SHPG
Shire pic
SHPG
+$936K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$916K

Sector Composition

1 Energy 16.53%
2 Healthcare 14.03%
3 Industrials 12.26%
4 Consumer Staples 9.82%
5 Financials 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$318K 0.05%
+9,950
377
$317K 0.05%
7,183
-522
378
$317K 0.05%
14,295
+4,020
379
$316K 0.05%
18,555
-1,750
380
$316K 0.05%
4,675
+151
381
$314K 0.05%
8,786
+2,017
382
$313K 0.05%
11,006
-27,036
383
$311K 0.05%
4,085
+300
384
$307K 0.05%
28,540
+1,000
385
$307K 0.05%
6,300
-175
386
$302K 0.05%
6,632
+4
387
$300K 0.05%
1,605
-242
388
$299K 0.05%
+2,679
389
$298K 0.05%
5,155
-411
390
$296K 0.05%
21,286
+112
391
$293K 0.05%
6,428
-178
392
$293K 0.05%
12,378
-200
393
$291K 0.05%
17,931
+12
394
$289K 0.05%
+15,220
395
$287K 0.05%
8,891
396
$285K 0.05%
3,565
+165
397
$283K 0.05%
2,691
-109
398
$283K 0.05%
3,847
-313
399
$282K 0.05%
24,945
-484
400
$282K 0.05%
6,917
+50
14 15
16
17 18