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
$1.19B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$1.39M
3
+$1.02M
4
CFG icon
Citizens Financial Group
CFG
+$1.02M
5
DKNG icon
DraftKings
DKNG
+$958K

Top Sells

1
+$3.99M
2
+$2.9M
3
+$2.35M
4
HD icon
Home Depot
HD
+$2.31M
5
AVGO icon
Broadcom
AVGO
+$2.08M

Sector Composition

1 Technology 19.74%
2 Healthcare 12.64%
3 Financials 9.52%
4 Industrials 8.89%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$233K 0.02%
+9,000
602
$231K 0.02%
1,740
603
$231K 0.02%
+3,543
604
$229K 0.02%
6,275
-1,750
605
$228K 0.02%
+6,136
606
$228K 0.02%
+3,402
607
$228K 0.02%
+3,129
608
$228K 0.02%
+3,176
609
$227K 0.02%
32,275
+2,950
610
$226K 0.02%
+983
611
$226K 0.02%
16,736
-171
612
$225K 0.02%
+1,422
613
$224K 0.02%
+4,284
614
$224K 0.02%
22,800
-1,500
615
$223K 0.02%
4,000
616
$223K 0.02%
15,500
617
$222K 0.02%
1,882
+109
618
$222K 0.02%
+2,229
619
$222K 0.02%
4,783
-2,419
620
$221K 0.02%
+1,371
621
$221K 0.02%
+5,537
622
$221K 0.02%
2,266
-114
623
$221K 0.02%
15,000
+1,000
624
$220K 0.02%
+8,320
625
$220K 0.02%
1,600
23 24
25
26 27