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
$554M
AUM Growth
+$7.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
563
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$2.61M
3
+$1M
4
AMZN icon
Amazon
AMZN
+$824K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$811K

Top Sells

1
+$2.5M
2
+$1.69M
3
+$1.32M
4
HD icon
Home Depot
HD
+$861K
5
MIDZ
Direxion Daily Mid Cap Bear 3X Shares
MIDZ
+$857K

Sector Composition

1 Energy 14.96%
2 Healthcare 14.26%
3 Industrials 11.55%
4 Consumer Staples 10.74%
5 Technology 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$244K 0.04%
+8,182
402
$244K 0.04%
24,032
+12,803
403
$243K 0.04%
50,650
+4,000
404
$242K 0.04%
246
+10
405
$242K 0.04%
8,060
-248
406
$241K 0.04%
12,280
-4,077
407
$241K 0.04%
+2,179
408
$240K 0.04%
4,099
-200
409
$239K 0.04%
9,140
-7,295
410
$237K 0.04%
+2,476
411
$237K 0.04%
2,071
-802
412
$235K 0.04%
+7,280
413
$233K 0.04%
13,400
+1,700
414
$233K 0.04%
+2,100
415
$231K 0.04%
+14,465
416
$229K 0.04%
3,333
-189
417
$226K 0.04%
+4,207
418
$226K 0.04%
5,640
419
$224K 0.04%
5,510
+78
420
$224K 0.04%
6,257
-148
421
$224K 0.04%
+4,550
422
$222K 0.04%
+7,668
423
$221K 0.04%
16,551
+14
424
$221K 0.04%
4,372
-1,496
425
$221K 0.04%
4,487
+22
15 16
17
18 19