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
$1.47B
AUM Growth
-$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1
+$6.74M
2
+$3.7M
3
+$3.27M
4
TSLA icon
Tesla
TSLA
+$3.26M
5
DE icon
Deere & Co
DE
+$3M

Top Sells

1
+$5.74M
2
+$4.51M
3
+$2.79M
4
ALL icon
Allstate
ALL
+$2.79M
5
NVDA icon
NVIDIA
NVDA
+$2.2M

Sector Composition

1 Technology 19.76%
2 Energy 13.29%
3 Healthcare 10.79%
4 Financials 10.18%
5 Industrials 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$349K 0.02%
2,418
-63
552
$349K 0.02%
36,923
-18,986
553
$349K 0.02%
66,625
-2,750
554
$348K 0.02%
5,745
555
$342K 0.02%
1,297
+4
556
$339K 0.02%
12,501
-1,609
557
$339K 0.02%
6,315
+843
558
$339K 0.02%
2,498
+100
559
$336K 0.02%
39,985
-1,250
560
$335K 0.02%
8,325
+5
561
$334K 0.02%
4,464
+280
562
$332K 0.02%
29,416
-1,479
563
$330K 0.02%
38,650
+300
564
$330K 0.02%
14,019
-80
565
$329K 0.02%
+22,250
566
$328K 0.02%
1,932
+103
567
$328K 0.02%
11,298
+975
568
$328K 0.02%
60,000
+17,500
569
$327K 0.02%
19,803
570
$326K 0.02%
76,520
+90
571
$326K 0.02%
672
-54
572
$325K 0.02%
15,000
573
$325K 0.02%
86,886
-6,550
574
$324K 0.02%
5,450
-686
575
$324K 0.02%
7,315
-538
21 22
23
24 25