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
$757M
AUM Growth
+$1.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.39M
3
+$1.25M
4
AMZN icon
Amazon
AMZN
+$1.24M
5
NWL icon
Newell Brands
NWL
+$1.13M

Top Sells

1
+$2.34M
2
+$2.02M
3
+$1.86M
4
SBUX icon
Starbucks
SBUX
+$1.34M
5
WFC icon
Wells Fargo
WFC
+$974K

Sector Composition

1 Healthcare 13.6%
2 Energy 12.22%
3 Technology 11.9%
4 Industrials 11.02%
5 Financials 10.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$14K ﹤0.01%
20,000
577
$7K ﹤0.01%
16,000
578
– –
-10,065
579
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-836
580
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-6,600
581
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-1,795
582
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-52,900
583
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-98,407
584
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-2,480
585
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-3,650
586
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-6,000
587
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-115,372
588
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-2,741
589
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-13,400
590
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-5,306
591
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-10,822
592
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593
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-4,501
594
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-3,904
595
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-18,615
596
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-6,861
597
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-14,306
598
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-5,600
599
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-3,529
600
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-5,842
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