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
$546M
AUM Growth
+$4.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$1.46M
3
+$1.23M
4
FMC icon
FMC
FMC
+$1.02M
5
ESI icon
Element Solutions
ESI
+$900K

Top Sells

1
+$2.44M
2
+$1.46M
3
+$1.34M
4
AAPL icon
Apple
AAPL
+$1.1M
5
JBLU icon
JetBlue
JBLU
+$1.04M

Sector Composition

1 Energy 15.42%
2 Healthcare 14.77%
3 Industrials 11.27%
4 Consumer Staples 10.54%
5 Technology 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.49M 0.27%
56,116
+605
102
$1.46M 0.27%
+12,939
103
$1.44M 0.26%
7,616
+597
104
$1.42M 0.26%
26,553
105
$1.41M 0.26%
10,675
-286
106
$1.41M 0.26%
11,060
-1,211
107
$1.4M 0.26%
54,309
-15,245
108
$1.4M 0.26%
78,467
-3,150
109
$1.39M 0.26%
53,672
-3,192
110
$1.35M 0.25%
14,209
-200
111
$1.34M 0.25%
20,925
-325
112
$1.34M 0.24%
6,566
-506
113
$1.34M 0.24%
17,253
+3,615
114
$1.33M 0.24%
51,500
+100
115
$1.32M 0.24%
9,904
+1
116
$1.31M 0.24%
25,001
117
$1.31M 0.24%
7,009
+45
118
$1.3M 0.24%
10,987
-1,751
119
$1.25M 0.23%
43,200
-4,830
120
$1.23M 0.23%
14,870
-2,180
121
$1.23M 0.22%
+31,173
122
$1.22M 0.22%
9,811
-1,459
123
$1.21M 0.22%
10,894
+3,422
124
$1.2M 0.22%
14,244
-177
125
$1.16M 0.21%
23,176
+302
3 4
5
6 7