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
$607M
AUM Growth
+$9.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$2.02M
3
+$1.34M
4
TSCO icon
Tractor Supply
TSCO
+$915K
5
INDB icon
Independent Bank
INDB
+$877K

Top Sells

1
+$3.38M
2
+$1.39M
3
+$957K
4
SHPG
Shire pic
SHPG
+$936K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$916K

Sector Composition

1 Energy 16.53%
2 Healthcare 14.03%
3 Industrials 12.26%
4 Consumer Staples 9.82%
5 Financials 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$204K 0.03%
+8,700
477
$203K 0.03%
+17,400
478
$202K 0.03%
+14,976
479
$202K 0.03%
+3,356
480
$202K 0.03%
8,265
-315
481
$201K 0.03%
5,743
-1,003
482
$200K 0.03%
+2,001
483
$200K 0.03%
+3,378
484
$199K 0.03%
12,450
-3,825
485
$199K 0.03%
10,101
+4
486
$186K 0.03%
+10,330
487
$182K 0.03%
+11,447
488
$173K 0.03%
+17,300
489
$171K 0.03%
13,311
+519
490
$168K 0.03%
16,428
-945
491
$164K 0.03%
+12,919
492
$162K 0.03%
45
+6
493
$160K 0.03%
18,000
494
$158K 0.03%
20,566
-8,534
495
$158K 0.03%
178
-15
496
$157K 0.03%
+10,254
497
$156K 0.03%
+10,272
498
$155K 0.03%
3,085
+2
499
$153K 0.03%
6,903
500
$152K 0.03%
15,770
+4,000
18 19
20
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