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
576
$323K 0.02%
578
-108
577
$322K 0.02%
2,630
-76
578
$321K 0.02%
3,485
+318
579
$321K 0.02%
32,529
-2,888
580
$317K 0.02%
2,402
+112
581
$316K 0.02%
3,967
-1,300
582
$316K 0.02%
8,050
+398
583
$314K 0.02%
14,112
584
$314K 0.02%
+18,500
585
$313K 0.02%
613
-6
586
$312K 0.02%
22,162
587
$312K 0.02%
2,237
+11
588
$311K 0.02%
3,802
-150
589
$311K 0.02%
2,329
590
$310K 0.02%
43,000
-6,000
591
$310K 0.02%
11,111
-30
592
$309K 0.02%
1,657
+1
593
$309K 0.02%
5,541
+3
594
$304K 0.02%
21,027
+15
595
$304K 0.02%
1,460
+104
596
$301K 0.02%
2,790
-191
597
$299K 0.02%
22,100
-450
598
$298K 0.02%
1,329
+111
599
$297K 0.02%
800
-200
600
$295K 0.02%
4,705
+621
22 23
24
25 26