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
$546M
AUM Growth
+$4.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$1.46M
3
+$1.23M
4
FMC icon
FMC
FMC
+$1.02M
5
ESI icon
Element Solutions
ESI
+$900K

Top Sells

1
+$2.44M
2
+$1.46M
3
+$1.34M
4
AAPL icon
Apple
AAPL
+$1.1M
5
JBLU icon
JetBlue
JBLU
+$1.04M

Sector Composition

1 Energy 15.42%
2 Healthcare 14.77%
3 Industrials 11.27%
4 Consumer Staples 10.54%
5 Technology 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$218K 0.04%
715
427
$218K 0.04%
4,465
-2,038
428
$217K 0.04%
5,026
-899
429
$216K 0.04%
3,074
+76
430
$213K 0.04%
+1,850
431
$213K 0.04%
+10,860
432
$212K 0.04%
4,148
-570
433
$212K 0.04%
2,719
-507
434
$211K 0.04%
+864
435
$210K 0.04%
4,911
436
$209K 0.04%
+2,247
437
$207K 0.04%
16,537
+55
438
$207K 0.04%
5,900
-52
439
$207K 0.04%
+2,883
440
$206K 0.04%
+5,725
441
$205K 0.04%
+2,885
442
$205K 0.04%
7,392
-185
443
$204K 0.04%
6,264
-8,600
444
$203K 0.04%
5,869
-58
445
$203K 0.04%
+2,933
446
$201K 0.04%
+5,943
447
$201K 0.04%
11,700
+500
448
$200K 0.04%
+2,864
449
$197K 0.04%
16,363
-1,497
450
$192K 0.04%
14,499
+270
16 17
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