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
251
$1.06M 0.07%
94,051
-9,500
252
$1.06M 0.07%
9,581
+390
253
$1.06M 0.07%
35,930
-6,655
254
$1.04M 0.07%
28,745
-1,859
255
$1.04M 0.07%
5,865
+1,883
256
$1.03M 0.07%
100,074
-1,164
257
$1.02M 0.07%
10,759
+906
258
$1.01M 0.07%
25,150
-2,825
259
$992K 0.07%
60,165
-7,710
260
$985K 0.07%
120,000
+75,550
261
$985K 0.07%
20,168
+1,777
262
$985K 0.07%
7,442
-110
263
$983K 0.07%
9,972
+1,625
264
$983K 0.07%
8,522
+40
265
$972K 0.07%
10,757
-3,072
266
$970K 0.07%
2,337
+153
267
$954K 0.06%
2,526
-95
268
$951K 0.06%
10,084
+64
269
$945K 0.06%
18,955
+75
270
$935K 0.06%
14,117
-500
271
$930K 0.06%
9,177
+432
272
$930K 0.06%
15,032
-614
273
$925K 0.06%
20,347
-1,000
274
$923K 0.06%
19,765
+3,560
275
$920K 0.06%
6,289
+116
9 10
11
12 13