MC

Moors & Cabot Portfolio holdings

AUM $2.34B
1-Year Est. Return 24.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.62B
AUM Growth
-$802K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
915
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$2.27M
3
+$1.59M
4
LOW icon
Lowe's Companies
LOW
+$1.49M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.45M

Top Sells

1
+$1.72M
2
+$1.36M
3
+$1.33M
4
TSN icon
Tyson Foods
TSN
+$1.32M
5
ABNB icon
Airbnb
ABNB
+$1.29M

Sector Composition

1 Technology 19.41%
2 Healthcare 12.11%
3 Financials 10.4%
4 Energy 9.46%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
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879
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880
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883
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-2,718
884
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885
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886
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887
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888
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889
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890
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891
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892
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893
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894
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895
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896
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897
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898
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899
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900
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-12,636
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