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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
526
$491K 0.02%
5,170
-325
527
$490K 0.02%
25,568
+90
528
$489K 0.02%
7,178
-31
529
$488K 0.02%
26,250
-11,000
530
$487K 0.02%
45,050
-10,425
531
$486K 0.02%
8,573
+29
532
$484K 0.02%
6,814
-338
533
$482K 0.02%
60
-15
534
$481K 0.02%
4,977
+1,777
535
$481K 0.02%
12,831
+1,851
536
$479K 0.02%
4,637
-469
537
$479K 0.02%
2,353
+126
538
$479K 0.02%
3,556
-30
539
$479K 0.02%
3,344
-50
540
$477K 0.02%
16,008
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541
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2,107
-281
542
$474K 0.02%
4,540
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543
$474K 0.02%
17,256
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544
$473K 0.02%
14,395
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545
$472K 0.02%
24,263
-763
546
$468K 0.02%
2,237
+177
547
$467K 0.02%
19,453
-50
548
$467K 0.02%
21,020
+2,250
549
$463K 0.02%
13,360
-2,085
550
$461K 0.02%
2,396
-53
20 21
22
23 24