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MC

Moors & Cabot Portfolio holdings

AUM $2.34B
1-Year Est. Return 30.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.29B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
948
New
Increased
Reduced
Closed

Top Buys

1
+$7.41M
2
+$2.56M
3
+$2.32M
4
FRDM icon
Freedom 100 Emerging Markets ETF
FRDM
+$2.14M
5
SJT
San Juan Basin Royalty Trust
SJT
+$1.91M

Top Sells

1
+$7.01M
2
+$4.64M
3
+$4.03M
4
MSFT icon
Microsoft
MSFT
+$3.06M
5
IBB icon
iShares Biotechnology ETF
IBB
+$2.61M

Sector Composition

1 Technology 24.46%
2 Financials 10.46%
3 Energy 10.22%
4 Industrials 8.51%
5 Healthcare 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$598K 0.03%
+14,850
477
$594K 0.03%
3,932
+154
478
$593K 0.03%
117,475
+10,150
479
$593K 0.03%
10,886
-225
480
$591K 0.03%
2,714
-33
481
$590K 0.03%
1,688
+8
482
$589K 0.03%
29,725
+2,290
483
$583K 0.03%
2,893
-22
484
$583K 0.03%
6,307
+7
485
$583K 0.03%
2,375
-190
486
$582K 0.03%
7,165
-525
487
$582K 0.03%
162,950
+35,400
488
$581K 0.03%
11,624
-3,800
489
$580K 0.03%
2,725
490
$579K 0.03%
2,821
-2,759
491
$577K 0.03%
14,721
+2,446
492
$573K 0.03%
838
-1
493
$565K 0.02%
9,625
-955
494
$562K 0.02%
+11,968
495
$562K 0.02%
15,119
+975
496
$562K 0.02%
8,334
497
$561K 0.02%
12,150
-500
498
$561K 0.02%
+2,375
499
$559K 0.02%
2,263
-1,061
500
$558K 0.02%
5,981
-154
18 19
20
21 22