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
$554M
AUM Growth
+$7.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
563
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$2.61M
3
+$1M
4
AMZN icon
Amazon
AMZN
+$824K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$811K

Top Sells

1
+$2.5M
2
+$1.69M
3
+$1.32M
4
HD icon
Home Depot
HD
+$861K
5
MIDZ
Direxion Daily Mid Cap Bear 3X Shares
MIDZ
+$857K

Sector Composition

1 Energy 14.96%
2 Healthcare 14.26%
3 Industrials 11.55%
4 Consumer Staples 10.74%
5 Technology 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.71M 0.49%
43,154
+1,117
52
$2.71M 0.49%
67,442
-745
53
$2.68M 0.48%
95,715
+12,087
54
$2.66M 0.48%
24,901
-2,213
55
$2.59M 0.47%
47,714
-1,898
56
$2.51M 0.45%
51,514
-328
57
$2.48M 0.45%
59,403
+798
58
$2.47M 0.45%
21,721
-3,133
59
$2.4M 0.43%
74,955
+349
60
$2.38M 0.43%
36,847
+112
61
$2.38M 0.43%
110,091
+46,397
62
$2.37M 0.43%
61,250
+7,795
63
$2.35M 0.42%
128,073
-893
64
$2.33M 0.42%
39,063
-147
65
$2.29M 0.41%
78,303
-1,155
66
$2.29M 0.41%
77,926
+50
67
$2.14M 0.39%
157,563
+2,765
68
$2.11M 0.38%
103,554
-1,213
69
$2.11M 0.38%
55,280
-3,880
70
$2.1M 0.38%
43,357
+2,021
71
$2.08M 0.38%
56,160
+1,480
72
$2M 0.36%
25,405
-26
73
$1.93M 0.35%
17,884
+1,610
74
$1.88M 0.34%
36,218
+1,804
75
$1.87M 0.34%
18,345
-4,973
1 2
3
4 5