MC

Moors & Cabot Portfolio holdings

AUM $2.15B
1-Year Est. Return 27.41%
This Quarter Est. Return
1 Year Est. Return
+27.41%
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
+$2.57M
2
+$2.39M
3
+$2.28M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$2.22M
5
IBM icon
IBM
IBM
+$2.2M

Top Sells

1
+$2.19M
2
+$2.03M
3
+$2.01M
4
PM icon
Philip Morris
PM
+$1.91M
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%
53,965
-4,244
552
$213K 0.02%
16,768
-109
553
$213K 0.02%
+3,945
554
$211K 0.02%
+3,062
555
$211K 0.02%
57,036
-21,761
556
$211K 0.02%
+1,605
557
$211K 0.02%
3,650
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%
+2,789
568
$205K 0.02%
2,866
569
$205K 0.02%
1,775
-19
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%
+1,459
21 22
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