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
$1.51B
AUM Growth
+$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
891
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$2.45M
3
+$1.26M
4
IBM icon
IBM
IBM
+$1.13M
5
PNC icon
PNC Financial Services
PNC
+$1.1M

Top Sells

1
+$4.47M
2
+$4.21M
3
+$3.45M
4
NVDA icon
NVIDIA
NVDA
+$2.07M
5
MSFT icon
Microsoft
MSFT
+$1.63M

Sector Composition

1 Technology 20.13%
2 Energy 11.38%
3 Healthcare 11.19%
4 Financials 10.24%
5 Industrials 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$453K 0.03%
13,475
-278
477
$453K 0.03%
9,910
478
$450K 0.03%
3,919
+954
479
$446K 0.03%
3,230
+65
480
$446K 0.03%
4,166
+1,149
481
$444K 0.03%
7,085
-6,414
482
$443K 0.03%
+24,860
483
$440K 0.03%
5,440
+746
484
$434K 0.03%
2,729
-6,918
485
$433K 0.03%
6,842
-3
486
$431K 0.03%
5,295
-7,039
487
$429K 0.03%
46,968
488
$429K 0.03%
40,000
+2,000
489
$428K 0.03%
75,000
490
$423K 0.03%
233,505
-600
491
$422K 0.03%
7,436
+2,414
492
$421K 0.03%
12,107
+1
493
$421K 0.03%
4,425
-291
494
$421K 0.03%
+15,493
495
$420K 0.03%
5,922
+1,597
496
$419K 0.03%
14,419
+768
497
$418K 0.03%
2,746
+564
498
$410K 0.03%
10,077
+715
499
$409K 0.03%
6,583
+333
500
$408K 0.03%
518
+15
18 19
20
21 22