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
101
$2.68M 0.23%
44,584
+3,791
102
$2.64M 0.22%
45,076
-280
103
$2.63M 0.22%
32,793
-962
104
$2.62M 0.22%
377,600
-18,500
105
$2.61M 0.22%
44,241
-209
106
$2.55M 0.21%
33,785
-5,208
107
$2.55M 0.21%
54,204
+827
108
$2.52M 0.21%
14,113
-74
109
$2.48M 0.21%
66,427
-15,578
110
$2.46M 0.21%
28,401
+325
111
$2.44M 0.21%
28,280
+937
112
$2.44M 0.2%
9,951
-12
113
$2.39M 0.2%
32,165
+580
114
$2.39M 0.2%
278,125
+97,575
115
$2.38M 0.2%
137,214
-456
116
$2.38M 0.2%
61,918
+18,786
117
$2.35M 0.2%
4,658
+1,060
118
$2.35M 0.2%
42,090
-6,617
119
$2.34M 0.2%
6,494
120
$2.31M 0.19%
15,212
-3,240
121
$2.26M 0.19%
14,133
-241
122
$2.23M 0.19%
10,408
+679
123
$2.21M 0.19%
261,446
-10,199
124
$2.2M 0.19%
30,832
-7,424
125
$2.19M 0.18%
8,949
+130
3 4
5
6 7