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
426
$516K 0.04%
30,784
+1,318
427
$516K 0.04%
7,144
+878
428
$514K 0.03%
41,000
-612
429
$514K 0.03%
17,895
+4,375
430
$513K 0.03%
7,366
+1,444
431
$509K 0.03%
11,204
-590
432
$507K 0.03%
29,298
+125
433
$507K 0.03%
15,013
+1
434
$504K 0.03%
18,446
+20
435
$503K 0.03%
10,936
+1,316
436
$501K 0.03%
5,440
+365
437
$500K 0.03%
34,086
+60
438
$499K 0.03%
1,885
-168
439
$497K 0.03%
10,389
+2,716
440
$494K 0.03%
6,153
+67
441
$492K 0.03%
33,400
+200
442
$490K 0.03%
4,463
+544
443
$489K 0.03%
13,293
+1,186
444
$489K 0.03%
109,300
-46,450
445
$488K 0.03%
19,779
+2
446
$485K 0.03%
11,000
447
$485K 0.03%
7,050
-158
448
$485K 0.03%
5,469
-552
449
$482K 0.03%
1,175
+17
450
$482K 0.03%
5,983
-60
16 17
18
19 20