Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CABOT WEALTH MANAGEMENT INC | 02-12-2024 | 12-31-2023 | 140 | 719,284,614 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMPHENOL CORP NEW | CL A | 51 | $5,693,730 | 57,437 | 0.00 | 0.71 | 2,062 | 3.72 | 12-31-2023 |
| META PLATFORMS INC | CL A | 52 | $5,497,707 | 15,532 | 0.00 | 0.73 | -381 | -2.39 | 12-31-2023 |
| MICROSOFT CORP | COM | 53 | $4,983,427 | 13,252 | 0.00 | 0.65 | -144 | -1.07 | 12-31-2023 |
| NIKE INC | CL B | 54 | $4,902,478 | 45,155 | 0.00 | 0.65 | 1,090 | 2.47 | 12-31-2023 |
