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
$757M
AUM Growth
+$1.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.39M
3
+$1.25M
4
AMZN icon
Amazon
AMZN
+$1.24M
5
NWL icon
Newell Brands
NWL
+$1.13M

Top Sells

1
+$2.34M
2
+$2.02M
3
+$1.86M
4
SBUX icon
Starbucks
SBUX
+$1.34M
5
WFC icon
Wells Fargo
WFC
+$974K

Sector Composition

1 Healthcare 13.6%
2 Energy 12.22%
3 Technology 11.9%
4 Industrials 11.02%
5 Financials 10.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.69M 0.36%
65,860
+528
77
$2.65M 0.35%
39,941
-64
78
$2.48M 0.33%
86,563
-17,646
79
$2.46M 0.33%
55,065
+2,417
80
$2.45M 0.32%
32,304
81
$2.45M 0.32%
18,101
-566
82
$2.44M 0.32%
10,455
+295
83
$2.41M 0.32%
37,775
-602
84
$2.39M 0.32%
45,831
-16,125
85
$2.37M 0.31%
30,566
+573
86
$2.27M 0.3%
10,509
+513
87
$2.26M 0.3%
26,912
-1,010
88
$2.21M 0.29%
47,454
-15,759
89
$2.21M 0.29%
381,080
+138,320
90
$2.2M 0.29%
135,467
-6,693
91
$2.15M 0.28%
43,997
-208
92
$2.11M 0.28%
50,530
-1,237
93
$2.1M 0.28%
+44,472
94
$2.07M 0.27%
19,114
-202
95
$2.04M 0.27%
74,601
+1,350
96
$2.01M 0.27%
11,963
+2,998
97
$1.99M 0.26%
83,840
-2,349
98
$1.99M 0.26%
132,014
+14,559
99
$1.98M 0.26%
13,119
-469
100
$1.97M 0.26%
34,071
-799
2 3
4
5 6