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
$1.51B
AUM Growth
+$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
891
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$2.45M
3
+$1.26M
4
IBM icon
IBM
IBM
+$1.13M
5
PNC icon
PNC Financial Services
PNC
+$1.1M

Top Sells

1
+$4.47M
2
+$4.21M
3
+$3.45M
4
NVDA icon
NVIDIA
NVDA
+$2.07M
5
MSFT icon
Microsoft
MSFT
+$1.63M

Sector Composition

1 Technology 20.13%
2 Energy 11.38%
3 Healthcare 11.19%
4 Financials 10.24%
5 Industrials 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.27M 0.08%
6,691
-40
227
$1.26M 0.08%
7,552
+100
228
$1.26M 0.08%
13,196
-962
229
$1.24M 0.08%
5,620
-1,036
230
$1.23M 0.08%
103,551
-6,500
231
$1.23M 0.08%
11,417
-1,070
232
$1.22M 0.08%
67,875
-1,560
233
$1.22M 0.08%
7,975
+487
234
$1.22M 0.08%
42,811
-6,674
235
$1.21M 0.08%
21,412
+9,547
236
$1.21M 0.08%
9,191
-2,439
237
$1.21M 0.08%
62,148
-442
238
$1.21M 0.08%
27,975
-50
239
$1.2M 0.08%
6,554
-498
240
$1.19M 0.08%
7,791
-81
241
$1.18M 0.08%
101,238
+86,500
242
$1.18M 0.08%
63,000
+4,000
243
$1.16M 0.08%
19,471
244
$1.16M 0.08%
11,761
+1,781
245
$1.16M 0.08%
72,528
+6,085
246
$1.15M 0.08%
2,621
+805
247
$1.15M 0.08%
10,206
-242
248
$1.14M 0.08%
3,542
-354
249
$1.13M 0.08%
42,585
-12,712
250
$1.13M 0.07%
34,025
+5,550
8 9
10
11 12