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
$1.19B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$2.4M
2
+$1.39M
3
+$1.02M
4
CFG icon
Citizens Financial Group
CFG
+$1.02M
5
DKNG icon
DraftKings
DKNG
+$958K

Top Sells

1
+$3.99M
2
+$2.9M
3
+$2.35M
4
HD icon
Home Depot
HD
+$2.31M
5
AVGO icon
Broadcom
AVGO
+$2.08M

Sector Composition

1 Technology 19.74%
2 Healthcare 12.64%
3 Financials 9.52%
4 Industrials 8.89%
5 Consumer Discretionary 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.73M 0.31%
10,604
-6,693
77
$3.69M 0.31%
132,014
+4,436
78
$3.61M 0.3%
25,604
+3,428
79
$3.53M 0.3%
16,517
-1,684
80
$3.48M 0.29%
47,605
-4,454
81
$3.45M 0.29%
81,451
-18,374
82
$3.42M 0.29%
9,578
-366
83
$3.33M 0.28%
14,503
-12,652
84
$3.28M 0.28%
36,377
-301
85
$3.27M 0.27%
19,668
-669
86
$3.23M 0.27%
13,165
-6,740
87
$3.2M 0.27%
18,895
-1,304
88
$3.19M 0.27%
33,749
-271
89
$3.16M 0.27%
62,165
-4,146
90
$3.03M 0.25%
237,070
-15,000
91
$3.03M 0.25%
17,931
+2,640
92
$2.88M 0.24%
53,622
+1,134
93
$2.85M 0.24%
59,371
+4,261
94
$2.85M 0.24%
47,329
+416
95
$2.84M 0.24%
23,528
-906
96
$2.84M 0.24%
17,678
+1,636
97
$2.83M 0.24%
54,202
+5,557
98
$2.8M 0.24%
18,757
-224
99
$2.79M 0.23%
20,691
-1,637
100
$2.69M 0.23%
5,781
-53
2 3
4
5 6