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
201
$1.23M 0.1%
19,143
+1,518
202
$1.22M 0.1%
4,558
+422
203
$1.22M 0.1%
17,320
+1,251
204
$1.19M 0.1%
54,664
-4,837
205
$1.14M 0.1%
31,663
+1,618
206
$1.13M 0.09%
27,555
+348
207
$1.13M 0.09%
17,999
-673
208
$1.12M 0.09%
11,455
+1,824
209
$1.1M 0.09%
27,207
-2,410
210
$1.1M 0.09%
7,215
211
$1.1M 0.09%
18,256
-111
212
$1.1M 0.09%
5,375
-1,150
213
$1.1M 0.09%
117,361
+706
214
$1.09M 0.09%
71,966
+3,300
215
$1.07M 0.09%
1,993
+36
216
$1.07M 0.09%
8,100
217
$1.07M 0.09%
6,945
-359
218
$1.02M 0.09%
+10,655
219
$1.02M 0.09%
4,544
+168
220
$1.02M 0.09%
5,786
-152
221
$1.01M 0.09%
26,250
-1,464
222
$1M 0.08%
5,606
+40
223
$998K 0.08%
64,840
-3,000
224
$995K 0.08%
49,564
+2,415
225
$994K 0.08%
2,938
+228
7 8
9
10 11