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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
376
$928K 0.04%
20,253
-2,147
377
$927K 0.04%
8,318
+451
378
$919K 0.04%
12,134
-156
379
$918K 0.04%
46,991
-16,338
380
$910K 0.04%
1,526
-157
381
$908K 0.04%
73,487
-467
382
$908K 0.04%
18,063
-230
383
$904K 0.04%
350,195
-76,600
384
$900K 0.04%
6,922
-507
385
$897K 0.04%
201,191
+7,620
386
$897K 0.04%
6,404
-894
387
$895K 0.04%
65,988
+805
388
$894K 0.04%
8,614
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389
$893K 0.04%
29,315
390
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11,389
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391
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27,754
392
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7,279
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393
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12,961
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$859K 0.04%
3,735
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395
$856K 0.04%
6,569
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396
$855K 0.04%
2,620
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397
$848K 0.04%
36,910
-62
398
$846K 0.04%
+22,749
399
$842K 0.04%
24,543
+382
400
$840K 0.04%
63,812
-87
14 15
16
17 18