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
$1.19B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$1.39M
3
+$1.02M
4
CFG icon
Citizens Financial Group
CFG
+$1.02M
5
DKNG icon
DraftKings
DKNG
+$958K

Top Sells

1
+$3.99M
2
+$2.9M
3
+$2.35M
4
HD icon
Home Depot
HD
+$2.31M
5
AVGO icon
Broadcom
AVGO
+$2.08M

Sector Composition

1 Technology 19.74%
2 Healthcare 12.64%
3 Financials 9.52%
4 Industrials 8.89%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$492K 0.04%
223
-19
377
$492K 0.04%
4,940
+1,302
378
$491K 0.04%
8,004
379
$491K 0.04%
6,901
-275
380
$489K 0.04%
7,750
+315
381
$487K 0.04%
6,688
-463
382
$485K 0.04%
4,630
-5
383
$484K 0.04%
5,200
-1,063
384
$484K 0.04%
7,205
-570
385
$481K 0.04%
69,995
+2,214
386
$481K 0.04%
42,114
+650
387
$480K 0.04%
3,285
+1,321
388
$480K 0.04%
37,288
389
$479K 0.04%
2,000
390
$478K 0.04%
2,104
+265
391
$477K 0.04%
4,339
-114
392
$473K 0.04%
11,745
-1,400
393
$473K 0.04%
1,315
-265
394
$473K 0.04%
13,902
-61
395
$470K 0.04%
3,348
-185
396
$461K 0.04%
84,105
-9,450
397
$459K 0.04%
10,320
+220
398
$459K 0.04%
3,900
399
$457K 0.04%
1,680
+33
400
$456K 0.04%
2,838
-380
14 15
16
17 18