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
126
$1.56M 0.21%
41,590
+1,680
127
$1.56M 0.21%
33,983
+6,563
128
$1.55M 0.2%
26,766
-23,208
129
$1.54M 0.2%
22,806
+780
130
$1.53M 0.2%
16,763
-1,485
131
$1.51M 0.2%
59,404
+44,301
132
$1.51M 0.2%
28,847
-18,585
133
$1.51M 0.2%
23,497
+7,558
134
$1.48M 0.2%
66,968
+1,756
135
$1.46M 0.19%
17,423
+1,576
136
$1.45M 0.19%
23,276
-1,281
137
$1.43M 0.19%
14,323
+3
138
$1.42M 0.19%
52,693
-2,891
139
$1.41M 0.19%
34,828
-1,930
140
$1.39M 0.18%
+27,956
141
$1.38M 0.18%
18,698
+855
142
$1.36M 0.18%
49,668
-350
143
$1.35M 0.18%
20,633
-6,474
144
$1.34M 0.18%
24,132
+2,845
145
$1.32M 0.17%
71,185
+10,413
146
$1.29M 0.17%
133,782
-1,143
147
$1.27M 0.17%
6,912
+1,128
148
$1.26M 0.17%
9,231
+866
149
$1.25M 0.17%
45,587
150
$1.25M 0.17%
9,555
-246
4 5
6
7 8