MC
Moors & Cabot Portfolio holdings
AUM
$2.15B
1-Year Return
27.41%
This Quarter Return
+1.45%
1 Year Return
+27.41%
3 Year Return
+95.79%
5 Year Return
+182.71%
10 Year Return
+346.28%
AUM
$904M
AUM Growth
+$115M
(+15%)
Cap. Flow
+$110M
Cap. Flow
% of AUM
12.21%
Top 10 Holdings %
Top 10 Hldgs %
18.23%
Holding
616
New
67
Increased
386
Reduced
117
Closed
17
Top Buys
| 1 |
Apple
AAPL
|
$3.18M |
| 2 |
Exxon Mobil
XOM
|
$3.11M |
| 3 |
Microsoft
MSFT
|
$2.35M |
| 4 |
UnitedHealth
UNH
|
$2.34M |
| 5 |
Amazon
AMZN
|
$2.28M |
Top Sells
| 1 |
IPG Photonics
IPGP
|
$1.25M |
| 2 |
Johnson & Johnson
JNJ
|
$1.15M |
| 3 |
Baxter International
BAX
|
$895K |
| 4 |
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
|
$744K |
| 5 |
Micron Technology
MU
|
$657K |
Sector Composition
| 1 | Technology | 13.8% |
| 2 | Healthcare | 13.14% |
| 3 | Energy | 12.18% |
| 4 | Financials | 10.65% |
| 5 | Industrials | 10.44% |
