MC

Moors & Cabot Portfolio holdings

AUM $2.29B
1-Year Est. Return 29.09%
This Quarter Est. Return
1 Year Est. Return
+29.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$607M
AUM Growth
+$9.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$2.02M
3
+$1.34M
4
TSCO icon
Tractor Supply
TSCO
+$915K
5
INDB icon
Independent Bank
INDB
+$877K

Top Sells

1
+$3.38M
2
+$1.39M
3
+$957K
4
SHPG
Shire pic
SHPG
+$936K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$916K

Sector Composition

1 Energy 16.53%
2 Healthcare 14.03%
3 Industrials 12.26%
4 Consumer Staples 9.82%
5 Financials 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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