MC

Moors & Cabot Portfolio holdings

AUM $2.34B
1-Year Est. Return 24.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.85%
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 +$2.35M
2 +$1.22M
3 +$982K
4
VZ icon
Verizon
VZ
+$947K
5
CFG icon
Citizens Financial Group
CFG
+$893K

Top Sells

1 +$3.22M
2 +$2.92M
3 +$2.39M
4
UNH icon
UnitedHealth
UNH
+$2.24M
5
AVGO icon
Broadcom
AVGO
+$1.85M

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
751
-17,650