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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
826
$209K 0.01%
+8,400
827
$207K 0.01%
37,018
-350
828
$207K 0.01%
+2,940
829
$206K 0.01%
+10,250
830
$206K 0.01%
13,809
-541
831
$206K 0.01%
816
-24
832
$206K 0.01%
4,598
-84
833
$206K 0.01%
2,324
834
$206K 0.01%
16,625
+3,700
835
$205K 0.01%
8,798
-150
836
$204K 0.01%
+3,140
837
$204K 0.01%
16,247
-1,901
838
$203K 0.01%
+4,945
839
$203K 0.01%
+6,777
840
$203K 0.01%
19,100
+600
841
$203K 0.01%
1,209
842
$202K 0.01%
22,240
+1,078
843
$202K 0.01%
10,846
-250
844
$201K 0.01%
1,823
-35
845
$201K 0.01%
3,977
+127
846
$200K 0.01%
1,237
-50
847
$197K 0.01%
+19,400
848
$196K 0.01%
13,055
+1,000
849
$193K 0.01%
11,869
-492
850
$190K 0.01%
11,805
-642
32 33
34
35 36