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
276
$917K 0.06%
36,205
+11,334
277
$910K 0.06%
49,788
+4,816
278
$908K 0.06%
3,334
+999
279
$905K 0.06%
31,749
+82
280
$899K 0.06%
8,348
-309
281
$893K 0.06%
43,083
+1,767
282
$887K 0.06%
2,037
+468
283
$881K 0.06%
43,332
-200
284
$878K 0.06%
7,772
+12
285
$877K 0.06%
26,710
+1,190
286
$872K 0.06%
17,344
+1,221
287
$870K 0.06%
12,617
+717
288
$869K 0.06%
18,990
+2,930
289
$867K 0.06%
18,226
+2,696
290
$864K 0.06%
6,471
-83
291
$863K 0.06%
24,425
292
$859K 0.06%
117,000
+8,000
293
$859K 0.06%
25,239
-889
294
$858K 0.06%
21,627
-390
295
$853K 0.06%
30,685
-15
296
$852K 0.06%
102,929
+2,284
297
$850K 0.06%
16,833
+1,554
298
$844K 0.06%
57,994
+467
299
$837K 0.06%
6,504
+112
300
$837K 0.06%
1,925
+132
10 11
12
13 14