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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
501
$556K 0.02%
24,043
-2,329
502
$554K 0.02%
6,096
-273
503
$553K 0.02%
46,197
+195
504
$550K 0.02%
3,837
+804
505
$549K 0.02%
+1,004
506
$549K 0.02%
12,225
-1,800
507
$548K 0.02%
2,556
+530
508
$548K 0.02%
2,765
+720
509
$546K 0.02%
4,330
-27
510
$541K 0.02%
5,737
-400
511
$536K 0.02%
4,189
-400
512
$536K 0.02%
18,696
+7,526
513
$535K 0.02%
6,809
+930
514
$535K 0.02%
15,095
-1,500
515
$533K 0.02%
16,915
-485
516
$532K 0.02%
8,065
+499
517
$527K 0.02%
9,400
-850
518
$511K 0.02%
30,018
+293
519
$509K 0.02%
4,199
-324
520
$508K 0.02%
37,130
+122
521
$508K 0.02%
15,538
+306
522
$507K 0.02%
19,637
-1,450
523
$498K 0.02%
17,234
-121
524
$497K 0.02%
1,590
-190
525
$491K 0.02%
12,832
+214
19 20
21
22 23