MC
Moors & Cabot Portfolio holdings
AUM
$2.15B
1-Year Return
27.41%
This Quarter Return
+3.01%
1 Year Return
+27.41%
3 Year Return
+95.79%
5 Year Return
+182.71%
10 Year Return
+346.28%
AUM
$554M
AUM Growth
+$7.89M
(+1.4%)
Cap. Flow
-$183K
Cap. Flow
% of AUM
-0.03%
Top 10 Holdings %
Top 10 Hldgs %
19.18%
Holding
563
New
56
Increased
204
Reduced
208
Closed
49
Top Buys
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$4.18M |
| 2 |
PMD
Psychemedics Corporation
PMD
|
$2.61M |
| 3 |
First Trust Dorsey Wright Focus 5 ETF
FV
|
$1M |
| 4 |
Amazon
AMZN
|
$824K |
| 5 |
Energy Select Sector SPDR Fund
XLE
|
$811K |
Top Sells
| 1 |
Apple
AAPL
|
$2.5M |
| 2 |
LOJN
LO JACK CORP
LOJN
|
$1.69M |
| 3 |
CB
CHUBB CORPORATION
CB
|
$1.32M |
| 4 |
Home Depot
HD
|
$861K |
| 5 |
MIDZ
Direxion Daily Mid Cap Bear 3X Shares
MIDZ
|
$857K |
Sector Composition
| 1 | Energy | 14.96% |
| 2 | Healthcare | 14.26% |
| 3 | Industrials | 11.65% |
| 4 | Consumer Staples | 10.74% |
| 5 | Technology | 8.51% |
