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
$546M
AUM Growth
+$4.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$1.46M
3
+$1.23M
4
FMC icon
FMC
FMC
+$1.02M
5
ESI icon
Element Solutions
ESI
+$900K

Top Sells

1
+$2.44M
2
+$1.46M
3
+$1.34M
4
AAPL icon
Apple
AAPL
+$1.1M
5
JBLU icon
JetBlue
JBLU
+$1.04M

Sector Composition

1 Energy 15.42%
2 Healthcare 14.77%
3 Industrials 11.27%
4 Consumer Staples 10.54%
5 Technology 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.67M 0.49%
23,318
-797
52
$2.63M 0.48%
69,005
-1,064
53
$2.62M 0.48%
58,605
-475
54
$2.6M 0.48%
154,798
-5,966
55
$2.6M 0.48%
24,854
-2,156
56
$2.54M 0.47%
26,434
+322
57
$2.49M 0.46%
51,842
-333
58
$2.45M 0.45%
83,628
+7,653
59
$2.45M 0.45%
42,037
+14
60
$2.44M 0.45%
101,516
-1,039
61
$2.41M 0.44%
74,606
-66
62
$2.41M 0.44%
23,913
-2,551
63
$2.38M 0.44%
49,612
-694
64
$2.31M 0.42%
+59,160
65
$2.12M 0.39%
38,938
-1,266
66
$2.11M 0.39%
79,458
-10,398
67
$2.1M 0.39%
77,876
-600
68
$2.09M 0.38%
39,210
+2
69
$2.08M 0.38%
54,680
-64,220
70
$2.01M 0.37%
199,540
+43,156
71
$1.95M 0.36%
151,781
+70,206
72
$1.92M 0.35%
53,455
+7,523
73
$1.89M 0.35%
41,336
-4,493
74
$1.89M 0.35%
22,421
+3,594
75
$1.87M 0.34%
14,185
-1,964
1 2
3
4 5