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
651
$254K 0.02%
2,681
+96
652
$254K 0.02%
+621
653
$253K 0.02%
18,950
-3,075
654
$250K 0.02%
7,373
-250
655
$250K 0.02%
4,940
-555
656
$250K 0.02%
+9,813
657
$250K 0.02%
16,730
-500
658
$250K 0.02%
55,503
+1,693
659
$250K 0.02%
+11,300
660
$248K 0.02%
5,750
-300
661
$248K 0.02%
12,311
+10
662
$247K 0.02%
24,446
-447
663
$247K 0.02%
4,784
-2,301
664
$244K 0.02%
26,489
+1,000
665
$243K 0.02%
26,873
-3,492
666
$242K 0.02%
4,991
-57
667
$241K 0.02%
1,442
+56
668
$241K 0.02%
13,009
-450
669
$240K 0.02%
3,167
670
$240K 0.02%
6,550
671
$240K 0.02%
2,322
-100
672
$240K 0.02%
23,100
+3,100
673
$239K 0.02%
1,651
-1,095
674
$239K 0.02%
10,950
-150
675
$239K 0.02%
+8,000
25 26
27
28 29