MC
Moors & Cabot Portfolio holdings
AUM
$2.15B
1-Year Return
27.41%
This Quarter Return
+12.75%
1 Year Return
+27.41%
3 Year Return
+95.79%
5 Year Return
+182.71%
10 Year Return
+346.28%
AUM
$1.84B
AUM Growth
+$239M
(+15%)
Cap. Flow
+$97.6M
Cap. Flow
% of AUM
5.29%
Top 10 Holdings %
Top 10 Hldgs %
23.55%
Holding
924
New
99
Increased
391
Reduced
307
Closed
36
Top Buys
| 1 |
Grayscale Bitcoin Trust
GBTC
|
+$24.4M |
| 2 |
Texas Pacific Land
TPL
|
+$5.18M |
| 3 |
Strategy Inc Common Stock Class A
MSTR
|
+$3.93M |
| 4 |
iShares Bitcoin Trust
IBIT
|
+$3.89M |
| 5 |
Pfizer
PFE
|
+$3.84M |
Top Sells
| 1 |
Apple
AAPL
|
+$3.45M |
| 2 |
Huntington Bancshares
HBAN
|
+$2.55M |
| 3 |
Eversource Energy
ES
|
+$2.54M |
| 4 |
Quest Diagnostics
DGX
|
+$2.49M |
| 5 |
Corning
GLW
|
+$2.08M |
Sector Composition
| 1 | Technology | 20.92% |
| 2 | Energy | 11.64% |
| 3 | Healthcare | 9.83% |
| 4 | Financials | 9.75% |
| 5 | Industrials | 8.88% |
