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
$755M
AUM Growth
+$63.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$2.01M
3
+$1.44M
4
LYB icon
LyondellBasell Industries
LYB
+$1.31M
5
MSFT icon
Microsoft
MSFT
+$1.29M

Top Sells

1
+$1.91M
2
+$1.39M
3
+$928K
4
GE icon
GE Aerospace
GE
+$897K
5
NOK icon
Nokia
NOK
+$868K

Sector Composition

1 Healthcare 13.76%
2 Energy 13.24%
3 Industrials 11.41%
4 Technology 10.93%
5 Financials 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$235K 0.03%
+3,529
477
$234K 0.03%
3,073
-2,011
478
$234K 0.03%
3,550
+3
479
$232K 0.03%
+6,861
480
$231K 0.03%
+7,444
481
$229K 0.03%
11,757
482
$228K 0.03%
3,969
+456
483
$227K 0.03%
600
+115
484
$227K 0.03%
+875
485
$226K 0.03%
+9,652
486
$225K 0.03%
+8,527
487
$224K 0.03%
93,189
-2,941
488
$223K 0.03%
21,841
489
$223K 0.03%
+3,500
490
$222K 0.03%
10,317
+4
491
$221K 0.03%
10,150
492
$221K 0.03%
2,542
+42
493
$220K 0.03%
+8,500
494
$220K 0.03%
2,741
-218
495
$219K 0.03%
+6,399
496
$218K 0.03%
+3,650
497
$218K 0.03%
2,502
+154
498
$217K 0.03%
+5,300
499
$217K 0.03%
4,422
+16
500
$216K 0.03%
4,489
+492
18 19
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