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
701
$225K 0.02%
24,700
+7,000
702
$224K 0.02%
+18,000
703
$224K 0.02%
+4,744
704
$224K 0.02%
5,366
-1,457
705
$222K 0.02%
+505
706
$221K 0.02%
6,716
-78
707
$220K 0.01%
1,986
+6
708
$220K 0.01%
+2,725
709
$220K 0.01%
+6,979
710
$220K 0.01%
23,300
+7,400
711
$219K 0.01%
1,251
712
$219K 0.01%
12,607
+301
713
$218K 0.01%
+4,393
714
$218K 0.01%
+2,898
715
$217K 0.01%
1,535
-200
716
$217K 0.01%
31,324
-5,000
717
$217K 0.01%
17,425
-600
718
$217K 0.01%
28,054
+7,300
719
$217K 0.01%
4,350
-10,465
720
$216K 0.01%
7,570
+1,000
721
$216K 0.01%
5,690
-150
722
$215K 0.01%
1,267
+194
723
$215K 0.01%
+7,450
724
$215K 0.01%
15,660
+500
725
$214K 0.01%
1,325
-40
27 28
29
30 31