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
51
$5.19M 0.44%
24,921
-1,489
52
$5.02M 0.42%
250,361
-2,842
53
$5.01M 0.42%
13,419
+382
54
$5M 0.42%
177,222
+15,452
55
$4.99M 0.42%
54,750
-667
56
$4.99M 0.42%
14,080
-2,832
57
$4.92M 0.41%
110,270
-21,649
58
$4.85M 0.41%
160,141
-6,694
59
$4.77M 0.4%
45,686
+315
60
$4.63M 0.39%
57,858
-3,284
61
$4.63M 0.39%
84,876
+252
62
$4.4M 0.37%
122,137
+14,398
63
$4.37M 0.37%
18,570
+876
64
$4.32M 0.36%
18,652
-9
65
$4.27M 0.36%
23,494
+1,124
66
$4.19M 0.35%
131,111
+334
67
$4.16M 0.35%
45,573
-2,503
68
$4.09M 0.34%
519,600
+40,600
69
$4.07M 0.34%
32,818
-698
70
$4M 0.34%
46,797
-4,326
71
$3.94M 0.33%
64,257
-1,444
72
$3.88M 0.33%
25,642
-280
73
$3.84M 0.32%
16,420
+2,271
74
$3.81M 0.32%
20,188
+80
75
$3.75M 0.32%
11,942
+661
1 2
3
4 5