MC

Moors & Cabot Portfolio holdings

AUM $2.29B
1-Year Est. Return 29.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.09%
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
376
$609K 0.04%
22,087
+601
377
$607K 0.04%
14,713
-1,171
378
$606K 0.04%
16,369
-2,460
379
$606K 0.04%
7,246
-65
380
$602K 0.04%
1,616
-244
381
$599K 0.04%
11,075
+826
382
$599K 0.04%
18,400
+500
383
$599K 0.04%
2,096
+2
384
$599K 0.04%
34,822
-5,507
385
$597K 0.04%
62,500
+500
386
$595K 0.04%
22,104
-2,268
387
$590K 0.04%
3,370
-133
388
$589K 0.04%
64,664
-2,800
389
$586K 0.04%
11,707
+9
390
$586K 0.04%
41,000
-9,000
391
$586K 0.04%
22,550
-3,610
392
$584K 0.04%
98
393
$581K 0.04%
+11,777
394
$576K 0.04%
14,630
-500
395
$570K 0.04%
25,863
-1,500
396
$567K 0.04%
21,030
+500
397
$567K 0.04%
8,366
+340
398
$566K 0.04%
3,410
+921
399
$562K 0.04%
82,700
+300
400
$562K 0.04%
10,410
-250
14 15
16
17 18