We are live on ! Find out more
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
676
$299K 0.01%
2,692
+6
677
$297K 0.01%
6,454
-60
678
$295K 0.01%
3,791
679
$294K 0.01%
+5,066
680
$293K 0.01%
6,947
-196
681
$293K 0.01%
1,153
-98
682
$292K 0.01%
+4,879
683
$290K 0.01%
2,050
+103
684
$290K 0.01%
8,614
-58
685
$289K 0.01%
2,380
+50
686
$288K 0.01%
3,372
687
$286K 0.01%
1,258
+21
688
$286K 0.01%
7,900
689
$285K 0.01%
+30,179
690
$285K 0.01%
2,578
-38
691
$283K 0.01%
8,440
+15
692
$282K 0.01%
583
+64
693
$281K 0.01%
4,175
-410
694
$281K 0.01%
1,939
-372
695
$281K 0.01%
23,050
+1,925
696
$280K 0.01%
3,200
-172
697
$280K 0.01%
562
-67
698
$280K 0.01%
40,569
+1,720
699
$280K 0.01%
3,003
-174
700
$279K 0.01%
6,479
26 27
28
29 30