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
126
$2.15M 0.18%
224,721
+5,381
127
$2.15M 0.18%
220,594
-1,920
128
$2.15M 0.18%
9,844
+209
129
$2.14M 0.18%
70,761
-8,166
130
$2.12M 0.18%
103,857
-6,942
131
$2.1M 0.18%
61,030
-3,081
132
$2.09M 0.18%
33,029
+299
133
$2.09M 0.18%
5,558
-193
134
$2.07M 0.17%
22,580
-620
135
$2.07M 0.17%
207,503
+2,958
136
$2.07M 0.17%
66,214
+1,145
137
$2.06M 0.17%
44,322
+20,622
138
$2.01M 0.17%
35,861
139
$2M 0.17%
11,313
-121
140
$1.91M 0.16%
56,503
-200
141
$1.88M 0.16%
32,707
-75
142
$1.85M 0.16%
3,699
-193
143
$1.85M 0.16%
51,565
+28,466
144
$1.83M 0.15%
114,639
-4,294
145
$1.82M 0.15%
29,605
-12,250
146
$1.81M 0.15%
11,065
+71
147
$1.8M 0.15%
53,528
-4,743
148
$1.78M 0.15%
14,162
+681
149
$1.77M 0.15%
30,440
-1,685
150
$1.75M 0.15%
9,612
-861
4 5
6
7 8