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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
551
$458K 0.02%
6,159
+1,372
552
$455K 0.02%
3,625
+72
553
$453K 0.02%
5,488
+70
554
$453K 0.02%
4,837
+426
555
$451K 0.02%
8,097
556
$447K 0.02%
17,302
-480
557
$447K 0.02%
19,636
-1,150
558
$446K 0.02%
6,229
+13
559
$446K 0.02%
6,371
-47
560
$442K 0.02%
464
+14
561
$438K 0.02%
7,162
+433
562
$436K 0.02%
875
+75
563
$434K 0.02%
35,295
+945
564
$434K 0.02%
8,211
-659
565
$432K 0.02%
+5,113
566
$431K 0.02%
3,484
-15
567
$426K 0.02%
5,397
+1,203
568
$424K 0.02%
+2,225
569
$422K 0.02%
9,558
-2,861
570
$422K 0.02%
4,615
-701
571
$422K 0.02%
1,794
572
$421K 0.02%
15,423
+1,006
573
$421K 0.02%
4,026
+643
574
$420K 0.02%
1,314
+83
575
$419K 0.02%
+8,030
21 22
23
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