MC
Moors & Cabot Portfolio holdings
AUM
$2.15B
This Quarter Return
-12.01%
1 Year Return
+27.41%
3 Year Return
+95.79%
5 Year Return
+182.71%
10 Year Return
+346.28%
AUM
$1.39B
AUM Growth
+$1.39B
(-14%)
Cap. Flow
+$11.1M
Cap. Flow
% of AUM
0.8%
Top 10 Holdings %
Top 10 Hldgs %
21.94%
Holding
882
New
31
Increased
391
Reduced
289
Closed
89
Top Buys
| 1 |
Amazon
AMZN
|
$19.4M |
| 2 |
Fortinet
FTNT
|
$1.67M |
| 3 |
Warner Bros
WBD
|
$1.32M |
| 4 |
Accenture
ACN
|
$1.21M |
| 5 |
M&T Bank
MTB
|
$957K |
Top Sells
| 1 |
United Parcel Service
UPS
|
$3.01M |
| 2 |
Apple
AAPL
|
$1.32M |
| 3 |
Microsoft
MSFT
|
$1.1M |
| 4 |
PBCT
People's United Financial Inc
PBCT
|
$1.04M |
| 5 |
Amplify Travel Tech ETF
AWAY
|
$1.04M |
Sector Composition
| 1 | Technology | 17.48% |
| 2 | Healthcare | 13.46% |
| 3 | Energy | 10.75% |
| 4 | Financials | 10.05% |
| 5 | Industrials | 8.7% |