MC

Moors & Cabot Portfolio holdings

AUM $2.15B
1-Year Est. Return 27.41%
This Quarter Est. Return
1 Year Est. Return
+27.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$607M
AUM Growth
+$9.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$2.02M
3
+$1.34M
4
TSCO icon
Tractor Supply
TSCO
+$915K
5
INDB icon
Independent Bank
INDB
+$877K

Top Sells

1
+$3.38M
2
+$1.39M
3
+$957K
4
SHPG
Shire pic
SHPG
+$936K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$916K

Sector Composition

1 Energy 16.53%
2 Healthcare 14.03%
3 Industrials 12.26%
4 Consumer Staples 9.82%
5 Financials 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.07M 0.34%
17,960
-3,029
77
$2.04M 0.34%
12,550
+736
78
$2.02M 0.33%
+17,254
79
$2M 0.33%
21,647
+901
80
$1.99M 0.33%
41,475
-6,991
81
$1.96M 0.32%
41,407
-2,528
82
$1.96M 0.32%
18,923
+1,214
83
$1.94M 0.32%
50,210
-16,948
84
$1.92M 0.32%
30,601
-944
85
$1.92M 0.32%
8,570
+885
86
$1.91M 0.31%
37,613
-836
87
$1.91M 0.31%
23,049
+990
88
$1.82M 0.3%
21,194
+3,117
89
$1.8M 0.3%
25,430
-1,202
90
$1.79M 0.3%
23,772
+3,911
91
$1.79M 0.29%
59,294
+9,523
92
$1.78M 0.29%
22,810
+686
93
$1.76M 0.29%
54,369
+15,578
94
$1.75M 0.29%
32,450
-2,354
95
$1.75M 0.29%
36,093
+1,053
96
$1.74M 0.29%
26,609
+11,846
97
$1.74M 0.29%
35,105
+59
98
$1.73M 0.28%
27,169
+3,052
99
$1.7M 0.28%
23,751
-3,525
100
$1.7M 0.28%
73,494
+7,791
2 3
4
5 6