MC

Moors & Cabot Portfolio holdings

AUM $2.29B
1-Year Est. Return 29.09%
This Quarter Est. Return
1 Year Est. Return
+29.09%
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
676
$239K 0.02%
4,775
-2,100
677
$238K 0.02%
10,007
678
$238K 0.02%
3,448
-380
679
$236K 0.02%
21,587
-10,569
680
$236K 0.02%
5,983
-3
681
$236K 0.02%
46,218
-750
682
$236K 0.02%
15,000
683
$235K 0.02%
1,165
684
$235K 0.02%
3,383
+8
685
$234K 0.02%
5,770
686
$234K 0.02%
5,794
-1,050
687
$234K 0.02%
1,539
+121
688
$234K 0.02%
4,180
689
$233K 0.02%
+3,043
690
$232K 0.02%
1,890
-433
691
$230K 0.02%
+2,113
692
$229K 0.02%
6,600
693
$229K 0.02%
1,352
-86
694
$227K 0.02%
3,345
695
$226K 0.02%
2,139
+247
696
$226K 0.02%
1,357
-67
697
$226K 0.02%
5,069
698
$225K 0.02%
5,921
-999
699
$225K 0.02%
3,372
700
$225K 0.02%
3,111
+345
26 27
28
29 30