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
551
$359K 0.02%
69,375
-1,000
552
$358K 0.02%
76,430
+92
553
$355K 0.02%
3,046
-225
554
$353K 0.02%
35,417
-8,611
555
$353K 0.02%
6,136
-998
556
$353K 0.02%
6,875
-2,000
557
$353K 0.02%
1,656
-398
558
$353K 0.02%
10,081
+578
559
$353K 0.02%
17,230
560
$350K 0.02%
10,323
+1,006
561
$350K 0.02%
38,350
+1,900
562
$350K 0.02%
4,181
563
$349K 0.02%
12,742
-201
564
$349K 0.02%
4,994
-567
565
$349K 0.02%
6,800
+10
566
$349K 0.02%
726
-19
567
$349K 0.02%
2,637
-99
568
$348K 0.02%
8,320
-12,680
569
$347K 0.02%
+13,520
570
$347K 0.02%
+15,925
571
$347K 0.02%
2,329
572
$346K 0.02%
12,423
-346
573
$344K 0.02%
2,981
-29
574
$344K 0.02%
5,971
+368
575
$343K 0.02%
11,763
21 22
23
24 25