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
$593M
AUM Growth
-$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
574
New
Increased
Reduced
Closed

Top Buys

1
+$3.77M
2
+$1.18M
3
+$1.13M
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$1.12M
5
AMGN icon
Amgen
AMGN
+$1.04M

Top Sells

1
+$4.07M
2
+$1.87M
3
+$1.86M
4
PMD
Psychemedics Corporation
PMD
+$1.37M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.29M

Sector Composition

1 Energy 15.79%
2 Healthcare 14.16%
3 Industrials 12.52%
4 Consumer Staples 10.09%
5 Financials 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
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