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
426
$221K 0.04%
16,846
-5,868
427
$220K 0.04%
7,650
-450
428
$219K 0.04%
2,793
-350
429
$218K 0.04%
4,911
430
$216K 0.04%
10,950
431
$215K 0.04%
+4,260
432
$214K 0.04%
15,097
-745
433
$214K 0.04%
+9,222
434
$213K 0.04%
+17,400
435
$213K 0.04%
+4,283
436
$210K 0.04%
+2,450
437
$210K 0.04%
2,876
-651
438
$209K 0.04%
2,745
-1,025
439
$209K 0.04%
+2,880
440
$208K 0.04%
5,325
-400
441
$206K 0.04%
5,094
-821
442
$206K 0.04%
3,218
-691
443
$205K 0.04%
+2,354
444
$203K 0.04%
5,769
-100
445
$203K 0.04%
+2,903
446
$202K 0.04%
+5,050
447
$202K 0.04%
+4,350
448
$202K 0.04%
2,570
-149
449
$202K 0.04%
16,500
+8,667
450
$201K 0.04%
+3,872
16 17
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