MC
Moors & Cabot Portfolio holdings
AUM
$2.15B
1-Year Est. Return
27.41%
1 Year Est. Return
+27.41%
AUM
$2.15B
AUM Growth
+$181M
(+9.2%)
Holding
933
Top Buys
| 1 | +$5.49M | |
| 2 | +$3.03M | |
| 3 | +$2.57M | |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$2.14M |
| 5 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$1.67M |
Top Sells
| 1 | +$3.89M | |
| 2 | +$3.35M | |
| 3 | +$1.96M | |
| 4 |
TEN
Tsakos Energy Navigation Ltd
TEN
|
+$1.64M |
| 5 |
Merck
MRK
|
+$1.53M |
Sector Composition
| 1 | Technology | 23.96% |
| 2 | Energy | 11.05% |
| 3 | Financials | 10.38% |
| 4 | Industrials | 8.79% |
| 5 | Healthcare | 7.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Accenture
ACN
$155B
| $8.31M | 0.39% |
27,799
+15
|
|
||
52
Oracle
ORCL
$749B
| $8.24M | 0.38% |
37,701
-2,515
|
|
||
53
Deere & Co
DE
$125B
| $8.18M | 0.38% |
16,085
-22
|
|
||
54
Blackstone
BX
$115B
| $8.17M | 0.38% |
54,600
-213
|
|
||
55
US Treasury 6 Month Bill ETF
XBIL
$802M
| $7.94M | 0.37% |
158,418
+60,423
|
|
||
56
Verizon
VZ
$168B
| $7.88M | 0.37% |
182,170
-1,032
|
|
||
57
Caterpillar
CAT
$270B
| $7.78M | 0.36% |
20,038
+2,073
|
|
||
58
Abbott
ABT
$215B
| $7.74M | 0.36% |
56,921
-999
|
|
||
|
59
JPMorgan Equity Premium Income ETF
JEPI
$41.3B
| $7.52M | 0.35% |
132,359
+29,432
|
|
||
60
Vanguard Dividend Appreciation ETF
VIG
$98.5B
| $7.5M | 0.35% |
36,640
+525
|
|
||
61
Oneok
OKE
$42.2B
| $7.5M | 0.35% |
91,846
+1,504
|
|
||
62
Norfolk Southern
NSC
$63.6B
| $7.49M | 0.35% |
29,277
-731
|
|
||
63
CME Group
CME
$95.7B
| $7.33M | 0.34% |
26,594
+471
|
|
||
64
Cisco
CSCO
$288B
| $7.16M | 0.33% |
103,146
-6,486
|
|
||
65
CVS Health
CVS
$99.2B
| $6.97M | 0.32% |
101,108
-899
|
|
||
|
BTC
66
Grayscale Bitcoin Mini Trust ETF
BTC
$4.8B
| $6.75M | 0.31% |
141,279
+2,724
|
|
||
67
Pacer US Cash Cows 100 ETF
COWZ
$19.5B
| $6.71M | 0.31% |
121,812
-742
|
|
||
|
PBT
68
Permian Basin Royalty Trust
PBT
$860M
| $6.61M | 0.31% |
530,208
+22,915
|
|
||
69
Uber
UBER
$201B
| $6.46M | 0.3% |
69,249
-21,011
|
|
||
70
Coca-Cola
KO
$296B
| $6.46M | 0.3% |
91,313
+1,117
|
|
||
71
iShares US Medical Devices ETF
IHI
$4.23B
| $6.27M | 0.29% |
100,058
+920
|
|
||
72
Enbridge
ENB
$102B
| $5.97M | 0.28% |
131,724
-7,440
|
|
||
73
Walt Disney
DIS
$202B
| $5.96M | 0.28% |
48,086
-449
|
|
||
74
Union Pacific
UNP
$131B
| $5.9M | 0.27% |
25,648
+9
|
|
||
75
Southern Company
SO
$104B
| $5.88M | 0.27% |
64,008
-177
|
|