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
$1.47B
AUM Growth
-$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1
+$6.74M
2
+$3.7M
3
+$3.27M
4
TSLA icon
Tesla
TSLA
+$3.26M
5
DE icon
Deere & Co
DE
+$3M

Top Sells

1
+$5.74M
2
+$4.51M
3
+$2.79M
4
ALL icon
Allstate
ALL
+$2.79M
5
NVDA icon
NVIDIA
NVDA
+$2.2M

Sector Composition

1 Technology 19.76%
2 Energy 13.29%
3 Healthcare 10.79%
4 Financials 10.18%
5 Industrials 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.18M 0.08%
8,055
+264
227
$1.17M 0.08%
3,001
+481
228
$1.17M 0.08%
146,452
-16,375
229
$1.16M 0.08%
9,315
+4
230
$1.16M 0.08%
30,792
+1,825
231
$1.16M 0.08%
8,152
+177
232
$1.16M 0.08%
7,105
+977
233
$1.16M 0.08%
59,575
-3,425
234
$1.16M 0.08%
6,731
+40
235
$1.15M 0.08%
92,943
-38,953
236
$1.15M 0.08%
22,972
-1,437
237
$1.14M 0.08%
12,708
+96
238
$1.13M 0.08%
14,463
-1,652
239
$1.13M 0.08%
33,993
-4,321
240
$1.12M 0.08%
4,897
+2,036
241
$1.12M 0.08%
24,970
-1,064
242
$1.11M 0.08%
6,861
-1,450
243
$1.11M 0.08%
198,914
-12,224
244
$1.11M 0.08%
69,426
-3,102
245
$1.11M 0.08%
20,158
-1,254
246
$1.1M 0.07%
6,702
+361
247
$1.09M 0.07%
18,608
-1,568
248
$1.08M 0.07%
24,631
-3,657
249
$1.08M 0.07%
29,365
-4,660
250
$1.07M 0.07%
3,316
-226
8 9
10
11 12