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
176
$1.39M 0.12%
39,321
-3,038
177
$1.39M 0.12%
9,611
-1,125
178
$1.38M 0.12%
35,585
-1,118
179
$1.38M 0.12%
28,751
+22
180
$1.38M 0.12%
33,074
+1,072
181
$1.37M 0.12%
46,654
+13,401
182
$1.36M 0.11%
12,000
-1,740
183
$1.33M 0.11%
20,530
-1,756
184
$1.32M 0.11%
34,964
+945
185
$1.32M 0.11%
27,632
-3,788
186
$1.32M 0.11%
27,960
-1,240
187
$1.32M 0.11%
21,960
+1,924
188
$1.31M 0.11%
6,556
+1,114
189
$1.31M 0.11%
28,442
-1,583
190
$1.3M 0.11%
27,922
-1,291
191
$1.3M 0.11%
9,205
-468
192
$1.29M 0.11%
89,541
+7,750
193
$1.29M 0.11%
30,507
-638
194
$1.28M 0.11%
9,732
+810
195
$1.27M 0.11%
42,129
+244
196
$1.26M 0.11%
10,453
-862
197
$1.26M 0.11%
3,349
+113
198
$1.26M 0.11%
9,659
-547
199
$1.25M 0.1%
70,175
-4,525
200
$1.25M 0.1%
10,755
+199
6 7
8
9 10