CABOT MONEY MANAGEMENT INC
RIA/Wealth
CABOT MONEY MANAGEMENT INC is a RIA/Wealth based in Salem, MA led by Robert Tomlinson Lutts, reporting $1.1B in AUM as of Q3 2025 with 33% ETF concentration.
FounderRobert Tomlinson Lutts
- Portfolio Value
- $901.7M
- Positions
- 133
- Top Holding
- AAPL at 4.27%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in CABOT MONEY MANAGEMENT INC's portfolio (30.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Consumer Electronics Technology | $38.5M | 4.27% | -$143.9K Sold | 0.00% 151.2K shares | |
Internet Content & Information Communication Services | $29.6M | 3.28% | -$332.2K Sold | 0.00% 121.5K shares | |
ETF ETF | $29.0M | 3.22% | +$2.1M Bought | — 242.8K shares | |
ETF ETF | $29.0M | 3.21% | +$1.9M Bought | — 304.3K shares | |
Insurance - Diversified Financial Services | $27.9M | 3.10% | -$302.1K Sold | 0.00% 55.5K shares | |
Semiconductors Technology | $25.3M | 2.81% | -$5.7M Sold | — 90.7K shares | |
Specialty Retail Consumer Cyclical | $24.8M | 2.75% | -$240.7K Sold | 0.02% 10.6K shares | |
Unknown Unknown | $23.7M | 2.63% | -$506.8K Sold | — 823.3K shares | |
Banks - Diversified Financial Services | $23.7M | 2.63% | -$179.2K Sold | 0.00% 75.1K shares | |
ETF ETF | $21.8M | 2.41% | +$4.0K Bought | — 506.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in CABOT MONEY MANAGEMENT INC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-75.92% | |
-55.63% |
Analytics
Portfolio insights and performance metrics for CABOT MONEY MANAGEMENT INC
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