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
26
$7.41M 0.62%
33,284
-420
27
$7.39M 0.62%
118,899
+3,728
28
$7.25M 0.61%
176,542
-8,063
29
$7.23M 0.61%
164,790
-47,530
30
$7.13M 0.6%
363,794
-4,868
31
$7.08M 0.6%
83,919
-6,470
32
$7.06M 0.59%
98,761
-10,140
33
$7.01M 0.59%
58,378
-804
34
$6.88M 0.58%
29,633
-3,332
35
$6.86M 0.58%
57,023
+3,831
36
$6.84M 0.58%
124,871
+5,096
37
$6.78M 0.57%
63,225
+6,243
38
$6.58M 0.55%
60,066
-1,845
39
$6.47M 0.54%
24,786
-172
40
$6.31M 0.53%
53,859
-552
41
$6.28M 0.53%
53,177
-547
42
$6.21M 0.52%
71,733
-812
43
$6.18M 0.52%
95,499
+1,787
44
$6.15M 0.52%
123,441
-15,524
45
$6.12M 0.51%
69,700
-380
46
$6.08M 0.51%
8,430
-21
47
$5.79M 0.49%
54,190
-1,332
48
$5.53M 0.46%
25,967
-2,229
49
$5.38M 0.45%
31,930
+524
50
$5.24M 0.44%
35,935
+1,946
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