MC

Moors & Cabot Portfolio holdings

AUM $2.29B
1-Year Est. Return 29.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$615M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.39M
3
+$1.39M
4
BX icon
Blackstone
BX
+$961K
5
FTDS icon
First Trust Dividend Strength ETF
FTDS
+$942K

Top Sells

1
+$1.19M
2
+$823K
3
+$743K
4
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$701K
5
RGP
REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS
RGP
+$693K

Sector Composition

1 Energy 19.34%
2 Healthcare 13.67%
3 Industrials 10.7%
4 Technology 9.54%
5 Consumer Staples 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
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