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
26
$10.3M 0.7%
29,509
-670
27
$10.1M 0.69%
76,791
+7,029
28
$9.56M 0.65%
738,475
+2,700
29
$9.51M 0.65%
31,694
+736
30
$9M 0.61%
59,071
-620
31
$8.65M 0.59%
20,231
+652
32
$8.38M 0.57%
27,292
-327
33
$8.38M 0.57%
252,540
-84,147
34
$8.14M 0.55%
113,083
-197
35
$7.87M 0.53%
31,327
+158
36
$7.76M 0.53%
230,205
-1,118
37
$7.75M 0.53%
18,957
-58
38
$7.45M 0.5%
129,993
-2,062
39
$7.27M 0.49%
35,864
-688
40
$6.95M 0.47%
64,892
-431
41
$6.73M 0.46%
85,901
+1,217
42
$6.68M 0.45%
124,292
-543
43
$6.62M 0.45%
104,401
+58,257
44
$6.47M 0.44%
14,546
+3
45
$6.36M 0.43%
113,597
-7,012
46
$6.29M 0.43%
194,184
-27,922
47
$6.18M 0.42%
106,394
-1,418
48
$6.16M 0.42%
31,275
-423
49
$6.07M 0.41%
45,442
+167
50
$6M 0.41%
427,410
-3,521
1
2
3 4 5