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
326
$749K 0.05%
81,280
+5,500
327
$746K 0.05%
41,589
-987
328
$745K 0.05%
18,119
-4,001
329
$745K 0.05%
1,531
+11
330
$744K 0.05%
10,490
+150
331
$743K 0.05%
7,285
+34
332
$738K 0.05%
35,817
+205
333
$726K 0.05%
3,285
+701
334
$724K 0.05%
67,600
+8,500
335
$723K 0.05%
10,967
+295
336
$722K 0.05%
75,000
-67,000
337
$721K 0.05%
6,658
-498
338
$720K 0.05%
8,055
-325
339
$718K 0.05%
16,421
+4,670
340
$715K 0.05%
45,738
+2,500
341
$709K 0.05%
2,606
-1
342
$705K 0.05%
13,256
+979
343
$701K 0.05%
10,833
+100
344
$696K 0.05%
56,500
345
$694K 0.05%
1,899
+1
346
$690K 0.05%
839
+43
347
$690K 0.05%
11,205
+800
348
$688K 0.05%
30,914
-11,897
349
$681K 0.05%
13,526
+19
350
$676K 0.05%
7,426
+251
12 13
14
15 16