MC
Moors & Cabot Portfolio holdings
AUM
$2.15B
1-Year Return
27.41%
This Quarter Return
+5.11%
1 Year Return
+27.41%
3 Year Return
+95.79%
5 Year Return
+182.71%
10 Year Return
+346.28%
AUM
$546M
AUM Growth
+$4.85M
(+0.9%)
Cap. Flow
-$13.3M
Cap. Flow
% of AUM
-2.44%
Top 10 Holdings %
Top 10 Hldgs %
18.9%
Holding
544
New
41
Increased
145
Reduced
283
Closed
37
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$2.31M |
| 2 |
First Trust NYSE Arca Biotechnology Index Fund
FBT
|
+$1.46M |
| 3 |
MPLX
MPLX
|
+$1.23M |
| 4 |
FMC
FMC
|
+$1.02M |
| 5 |
Element Solutions
ESI
|
+$900K |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
+$2.44M |
| 2 |
First Trust Capital Strength ETF
FTCS
|
+$1.46M |
| 3 |
MWE
MARKWEST ENERGY PARTNERS, LP
MWE
|
+$1.34M |
| 4 |
Apple
AAPL
|
+$1.1M |
| 5 |
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% |
