MC
Moors & Cabot Portfolio holdings
AUM
$2.15B
This Quarter Return
+15.75%
1 Year Return
+27.41%
3 Year Return
+95.79%
5 Year Return
+182.71%
10 Year Return
+346.28%
AUM
$1.19B
AUM Growth
+$1.19B
(+12%)
Cap. Flow
-$5.78M
Cap. Flow
% of AUM
-0.49%
Top 10 Holdings %
Top 10 Hldgs %
22.03%
Holding
751
New
76
Increased
264
Reduced
315
Closed
36
Top Buys
| 1 |
NextEra Energy, Inc.
NEE
|
$8.25M |
| 2 |
Amazon
AMZN
|
$2.4M |
| 3 |
Viatris
VTRS
|
$1.39M |
| 4 |
Synaptics
SYNA
|
$1.02M |
| 5 |
Citizens Financial Group
CFG
|
$1.02M |
Top Sells
| 1 |
Civeo
CVEO
|
$6.46M |
| 2 |
WORK
Slack Technologies, Inc.
WORK
|
$3.99M |
| 3 |
Amgen
AMGN
|
$2.9M |
| 4 |
UnitedHealth
UNH
|
$2.35M |
| 5 |
Home Depot
HD
|
$2.31M |
Sector Composition
| 1 | Technology | 19.74% |
| 2 | Healthcare | 12.64% |
| 3 | Financials | 9.52% |
| 4 | Industrials | 9.07% |
| 5 | Consumer Discretionary | 8.44% |