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
26
$3.72M 0.68%
79,526
+5,768
27
$3.69M 0.68%
60,890
-61
28
$3.68M 0.67%
70,713
-402
29
$3.47M 0.64%
77,828
-46
30
$3.45M 0.63%
51,818
-11,712
31
$3.17M 0.58%
50,599
-853
32
$3.16M 0.58%
41,160
+30
33
$3.14M 0.57%
40,312
-8,594
34
$3.1M 0.57%
29,937
-4,870
35
$3.1M 0.57%
30,572
-1,910
36
$3.04M 0.56%
76,348
+4,633
37
$2.98M 0.54%
128,966
-4,463
38
$2.92M 0.53%
44,270
-573
39
$2.92M 0.53%
104,767
-2,918
40
$2.92M 0.53%
41,881
+2,173
41
$2.87M 0.53%
22,838
-843
42
$2.85M 0.52%
47,426
-635
43
$2.84M 0.52%
36,735
-1,867
44
$2.78M 0.51%
188,165
-32,541
45
$2.78M 0.51%
38,828
-855
46
$2.76M 0.5%
77,836
-664
47
$2.69M 0.49%
104,181
-598
48
$2.68M 0.49%
27,114
+1,149
49
$2.68M 0.49%
61,996
+9
50
$2.68M 0.49%
68,187
-1,310
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