MC
Moors & Cabot Portfolio holdings
AUM
$2.15B
1-Year Return
27.41%
This Quarter Return
+6.19%
1 Year Return
+27.41%
3 Year Return
+95.79%
5 Year Return
+182.71%
10 Year Return
+346.28%
AUM
$1.51B
AUM Growth
+$51.5M
(+3.5%)
Cap. Flow
-$12.9M
Cap. Flow
% of AUM
-0.86%
Top 10 Holdings %
Top 10 Hldgs %
22.45%
Holding
891
New
45
Increased
345
Reduced
338
Closed
67
Top Buys
| 1 |
Nike
NKE
|
+$5.18M |
| 2 |
Burke & Herbert Financial Services Corp
BHRB
|
+$2.45M |
| 3 |
Tesla
TSLA
|
+$1.26M |
| 4 |
IBM
IBM
|
+$1.13M |
| 5 |
PNC Financial Services
PNC
|
+$1.1M |
Top Sells
| 1 |
Apple
AAPL
|
+$4.47M |
| 2 |
ABB
ABB Ltd.
ABB
|
+$4.21M |
| 3 |
iShares Global Clean Energy ETF
ICLN
|
+$3.45M |
| 4 |
NVIDIA
NVDA
|
+$2.07M |
| 5 |
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% |
