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MC

Moors & Cabot Portfolio holdings

AUM $2.34B
1-Year Est. Return 30.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.29B
AUM Growth
+$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
948
New
Increased
Reduced
Closed

Top Buys

1
+$7.41M
2
+$2.56M
3
+$2.32M
4
FRDM icon
Freedom 100 Emerging Markets ETF
FRDM
+$2.14M
5
SJT
San Juan Basin Royalty Trust
SJT
+$1.91M

Top Sells

1
+$7.01M
2
+$4.64M
3
+$4.03M
4
MSFT icon
Microsoft
MSFT
+$3.06M
5
IBB icon
iShares Biotechnology ETF
IBB
+$2.61M

Sector Composition

1 Technology 24.46%
2 Financials 10.46%
3 Energy 10.22%
4 Industrials 8.51%
5 Healthcare 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$249K 0.01%
15,306
752
$249K 0.01%
2,177
+134
753
$249K 0.01%
5,000
754
$248K 0.01%
1,972
-478
755
$248K 0.01%
8,526
756
$248K 0.01%
+5,675
757
$247K 0.01%
35,853
-909
758
$247K 0.01%
1,572
-305
759
$247K 0.01%
3,983
-52
760
$247K 0.01%
1,820
761
$246K 0.01%
14,650
-1,500
762
$246K 0.01%
19,950
+500
763
$245K 0.01%
2,040
-1,563
764
$245K 0.01%
699
+21
765
$245K 0.01%
49,750
766
$242K 0.01%
+3,764
767
$242K 0.01%
+11,708
768
$240K 0.01%
9,682
-18,447
769
$240K 0.01%
+4,840
770
$239K 0.01%
5,875
+1
771
$239K 0.01%
2,910
-49
772
$238K 0.01%
4,150
773
$237K 0.01%
3,516
+325
774
$235K 0.01%
2,685
-526
775
$235K 0.01%
1,789
-216
29 30
31
32 33