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
476
$348K 0.03%
1
477
$347K 0.03%
69,490
+1
478
$347K 0.03%
6,410
-2,712
479
$347K 0.03%
3,126
+2
480
$345K 0.03%
1,632
-815
481
$345K 0.03%
1,221
-46
482
$345K 0.03%
1,034
+130
483
$343K 0.03%
2,459
-24
484
$342K 0.03%
13,425
+1,075
485
$341K 0.03%
12,850
+958
486
$341K 0.03%
2,809
+20
487
$340K 0.03%
1,745
-12
488
$339K 0.03%
9,175
-963
489
$338K 0.03%
17,025
490
$336K 0.03%
+12,000
491
$336K 0.03%
24,000
492
$336K 0.03%
20,021
493
$335K 0.03%
3,337
494
$334K 0.03%
3,451
-108
495
$332K 0.03%
3,575
496
$328K 0.03%
2,289
+488
497
$327K 0.03%
3,331
+246
498
$327K 0.03%
2,225
499
$326K 0.03%
1,199
500
$325K 0.03%
2,792
+13
18 19
20
21 22