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
401
$455K 0.04%
22,908
+3,400
402
$449K 0.04%
73,456
-7,997
403
$448K 0.04%
7,662
404
$447K 0.04%
19,612
-306
405
$446K 0.04%
9,756
+2
406
$445K 0.04%
9,223
-499
407
$445K 0.04%
2,974
-25
408
$444K 0.04%
30,850
-2,649
409
$441K 0.04%
6,640
-985
410
$439K 0.04%
6,690
-705
411
$438K 0.04%
7,392
-18
412
$434K 0.04%
9,325
+1,500
413
$433K 0.04%
2,933
-71
414
$433K 0.04%
30,700
+3,700
415
$432K 0.04%
+18,180
416
$431K 0.04%
2,702
-1,043
417
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10,405
-501
418
$425K 0.04%
7,100
+831
419
$424K 0.04%
7,378
420
$423K 0.04%
6,078
+21
421
$423K 0.04%
6,285
-486
422
$421K 0.04%
15,050
+1,650
423
$421K 0.04%
9,000
-525
424
$420K 0.04%
631
+147
425
$420K 0.04%
24,413
-116
15 16
17
18 19