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
$757M
AUM Growth
+$1.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.39M
3
+$1.25M
4
AMZN icon
Amazon
AMZN
+$1.24M
5
NWL icon
Newell Brands
NWL
+$1.13M

Top Sells

1
+$2.34M
2
+$2.02M
3
+$1.86M
4
SBUX icon
Starbucks
SBUX
+$1.34M
5
WFC icon
Wells Fargo
WFC
+$974K

Sector Composition

1 Healthcare 13.6%
2 Energy 12.22%
3 Technology 11.9%
4 Industrials 11.02%
5 Financials 10.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.7M 0.49%
148,850
-1,365
52
$3.67M 0.49%
56,456
-75
53
$3.67M 0.48%
70,760
+4,540
54
$3.62M 0.48%
113,351
-1,196
55
$3.6M 0.48%
53,308
+6,779
56
$3.52M 0.47%
45,498
-1,015
57
$3.33M 0.44%
33,527
+1,966
58
$3.32M 0.44%
53,399
-1,219
59
$3.31M 0.44%
65,313
+1,176
60
$3.3M 0.44%
26,255
-1,677
61
$3.21M 0.42%
44,266
-348
62
$3.12M 0.41%
21,184
+2,621
63
$3.1M 0.41%
28,137
+2,983
64
$2.95M 0.39%
93,729
+530
65
$2.95M 0.39%
85,599
-1,483
66
$2.93M 0.39%
49,356
-3,397
67
$2.88M 0.38%
40,279
-103
68
$2.84M 0.38%
43,789
-1,483
69
$2.81M 0.37%
50,674
-493
70
$2.76M 0.37%
66,192
-241
71
$2.76M 0.36%
53,053
+9,309
72
$2.76M 0.36%
99,136
+1,525
73
$2.75M 0.36%
46,696
+1,151
74
$2.75M 0.36%
20,441
+1,044
75
$2.7M 0.36%
47,495
+321
1 2
3
4 5