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
351
$676K 0.05%
28,157
+2,852
352
$666K 0.05%
6,419
-4,998
353
$665K 0.05%
8,663
-153
354
$664K 0.05%
47,469
+20,500
355
$664K 0.05%
46,666
+4,700
356
$664K 0.05%
61,138
+5,900
357
$658K 0.04%
20,219
+644
358
$652K 0.04%
139,850
+4,000
359
$651K 0.04%
7,969
-2,361
360
$650K 0.04%
5,876
361
$650K 0.04%
1,417
-95
362
$649K 0.04%
40,000
+2,500
363
$646K 0.04%
20,139
-1,245
364
$641K 0.04%
8,910
-200
365
$638K 0.04%
2,033
-20
366
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71,079
-3,000
367
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17,696
+1,000
368
$629K 0.04%
9,241
-6,592
369
$624K 0.04%
199,516
-15,484
370
$616K 0.04%
16,563
-253
371
$613K 0.04%
5,660
-17
372
$611K 0.04%
6,104
-3,622
373
$611K 0.04%
71,937
-3,750
374
$611K 0.04%
25,890
+57
375
$610K 0.04%
9,867
+905
13 14
15
16 17