MC

Moors & Cabot Portfolio holdings

AUM $2.34B
1-Year Est. Return 24.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.62B
AUM Growth
-$802K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
915
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$2.27M
3
+$1.59M
4
LOW icon
Lowe's Companies
LOW
+$1.49M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.45M

Top Sells

1
+$1.72M
2
+$1.36M
3
+$1.33M
4
TSN icon
Tyson Foods
TSN
+$1.32M
5
ABNB icon
Airbnb
ABNB
+$1.29M

Sector Composition

1 Technology 19.41%
2 Healthcare 12.11%
3 Financials 10.4%
4 Energy 9.46%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$383K 0.02%
+33,000
552
$383K 0.02%
+1,688
553
$382K 0.02%
8,150
-192
554
$382K 0.02%
41,435
+17,798
555
$382K 0.02%
11,200
+200
556
$382K 0.02%
27,800
+7,025
557
$380K 0.02%
131,564
+3,600
558
$376K 0.02%
11,185
+505
559
$375K 0.02%
+7,531
560
$374K 0.02%
5,963
-853
561
$373K 0.02%
4,145
-825
562
$373K 0.02%
14,600
+2,600
563
$373K 0.02%
14,500
564
$371K 0.02%
4,258
-509
565
$371K 0.02%
2,379
566
$370K 0.02%
2,225
567
$369K 0.02%
+25,000
568
$368K 0.02%
7,666
+718
569
$367K 0.02%
+2,435
570
$367K 0.02%
73,585
-2,915
571
$367K 0.02%
14,851
572
$366K 0.02%
7,478
+1,325
573
$366K 0.02%
2,255
574
$365K 0.02%
4,882
+804
575
$362K 0.02%
4,624
-95
21 22
23
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