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
401
$561K 0.04%
12,140
-1,826
402
$553K 0.04%
19,607
+2,733
403
$552K 0.04%
8,712
-249
404
$551K 0.04%
4,795
-72
405
$550K 0.04%
9,326
-2,768
406
$547K 0.04%
16,009
-475
407
$545K 0.04%
2,662
-664
408
$542K 0.04%
2,466
-407
409
$541K 0.04%
5,950
+510
410
$540K 0.04%
55,000
-15,000
411
$539K 0.04%
+21,500
412
$539K 0.04%
11,000
+1,400
413
$536K 0.04%
13,526
-3,300
414
$534K 0.04%
7,801
+896
415
$533K 0.04%
9,649
-70
416
$531K 0.04%
1
417
$530K 0.04%
16,447
+44
418
$529K 0.04%
1,144
-3
419
$526K 0.04%
9,185
+298
420
$525K 0.04%
10,000
421
$524K 0.04%
18,676
+247
422
$520K 0.04%
34,238
+18,988
423
$520K 0.04%
23,115
+2,717
424
$518K 0.04%
85,000
+63,500
425
$516K 0.04%
3,305
+75
15 16
17
18 19