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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
776
$234K 0.01%
564
-228
777
$234K 0.01%
2,555
778
$233K 0.01%
39,275
+2,725
779
$232K 0.01%
3,083
780
$231K 0.01%
951
781
$231K 0.01%
5,521
-364
782
$230K 0.01%
20,229
+2,000
783
$230K 0.01%
1,861
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784
$230K 0.01%
2,290
-475
785
$229K 0.01%
102,900
-4,000
786
$229K 0.01%
627
-36
787
$228K 0.01%
4,796
788
$228K 0.01%
1,649
-800
789
$228K 0.01%
+6,600
790
$227K 0.01%
3,592
-244
791
$227K 0.01%
6,950
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792
$226K 0.01%
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793
$226K 0.01%
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794
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795
$226K 0.01%
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796
$223K 0.01%
1,013
-340
797
$223K 0.01%
+1,718
798
$223K 0.01%
9,095
-1,350
799
$222K 0.01%
+5,574
800
$221K 0.01%
7,683
+454
30 31
32
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