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
451
$481K 0.03%
24,341
-2,313
452
$478K 0.03%
2,909
-133
453
$478K 0.03%
10,070
+771
454
$473K 0.03%
4,473
+307
455
$473K 0.03%
7,961
-1,702
456
$471K 0.03%
6,748
457
$469K 0.03%
5,092
-1,174
458
$468K 0.03%
8,473
-20
459
$468K 0.03%
5,867
+2,322
460
$466K 0.03%
18,860
-640
461
$461K 0.03%
+3,257
462
$461K 0.03%
6,257
+962
463
$459K 0.03%
5,282
+307
464
$458K 0.03%
4,367
-550
465
$453K 0.03%
46,756
+12,000
466
$451K 0.03%
6,649
-619
467
$449K 0.03%
19,400
+1,000
468
$447K 0.03%
90,000
+15,000
469
$447K 0.03%
2,281
-74
470
$446K 0.03%
2,851
+2
471
$445K 0.03%
11,358
+1,281
472
$444K 0.03%
97,585
+27
473
$443K 0.03%
10,389
-707
474
$441K 0.03%
11,959
+1,525
475
$439K 0.03%
18,040
+6
17 18
19
20 21