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
626
$219K 0.02%
2,092
-97
627
$219K 0.02%
13,303
+2,057
628
$217K 0.02%
+1,650
629
$216K 0.02%
24,673
-5,367
630
$216K 0.02%
2,549
+2
631
$215K 0.02%
9,461
-1,270
632
$215K 0.02%
1,705
-627
633
$215K 0.02%
9,625
-2,950
634
$215K 0.02%
10,055
-7,979
635
$215K 0.02%
10,500
-500
636
$214K 0.02%
+2,341
637
$213K 0.02%
3,300
-687
638
$211K 0.02%
+5,275
639
$210K 0.02%
+2,995
640
$209K 0.02%
+2,153
641
$208K 0.02%
+4,392
642
$208K 0.02%
+3,335
643
$208K 0.02%
3,627
-1,913
644
$207K 0.02%
+2,303
645
$207K 0.02%
+9,250
646
$207K 0.02%
+932
647
$207K 0.02%
24,895
-520
648
$205K 0.02%
5,000
-3,000
649
$204K 0.02%
+1,875
650
$204K 0.02%
3,727
-155
24 25
26
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