MC

Moors & Cabot Portfolio holdings

AUM $2.34B
1-Year Est. Return 24.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$996M
AUM Growth
+$92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
650
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$2.23M
3
+$2.22M
4
TPL icon
Texas Pacific Land
TPL
+$2.16M
5
MSFT icon
Microsoft
MSFT
+$2.12M

Top Sells

1
+$2.19M
2
+$1.9M
3
+$1.85M
4
UNH icon
UnitedHealth
UNH
+$1.78M
5
CELG
Celgene Corp
CELG
+$1.77M

Sector Composition

1 Technology 15.34%
2 Healthcare 13.11%
3 Energy 12.13%
4 Financials 10.99%
5 Industrials 10.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$214K 0.02%
+3,664
552
$213K 0.02%
16,768
-109
553
$213K 0.02%
+3,945
554
$211K 0.02%
57,036
-21,761
555
$211K 0.02%
+1,605
556
$211K 0.02%
3,650
557
$211K 0.02%
+3,062
558
$210K 0.02%
+6,528
559
$210K 0.02%
25,200
+13,100
560
$210K 0.02%
2,825
561
$209K 0.02%
550
-200
562
$209K 0.02%
13,935
+1
563
$208K 0.02%
480
-107
564
$206K 0.02%
12,499
-2,000
565
$206K 0.02%
+5,172
566
$205K 0.02%
+1,670
567
$205K 0.02%
1,775
-19
568
$205K 0.02%
+2,789
569
$205K 0.02%
2,866
570
$204K 0.02%
+5,100
571
$204K 0.02%
+2,190
572
$204K 0.02%
13,482
+2,050
573
$202K 0.02%
+6,804
574
$202K 0.02%
+1,150
575
$201K 0.02%
771
-100
21 22
23
24 25