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
51
$5.96M 0.4%
15,783
+7,950
52
$5.85M 0.4%
64,049
-3,379
53
$5.8M 0.39%
37,325
-32
54
$5.8M 0.39%
8,964
+135
55
$5.65M 0.38%
28,217
+258
56
$5.62M 0.38%
15,687
+649
57
$5.57M 0.38%
20,402
-1,057
58
$5.56M 0.38%
20,703
+943
59
$5.56M 0.38%
57,394
-445
60
$5.51M 0.37%
46,003
+141
61
$5.28M 0.36%
25,382
-199
62
$5.15M 0.35%
644,700
+93,741
63
$5.09M 0.35%
62,818
-1,258
64
$5.08M 0.34%
8,985
-313
65
$5.06M 0.34%
94,476
+10,092
66
$5.05M 0.34%
165,879
-5,566
67
$4.97M 0.34%
85,543
+7,826
68
$4.9M 0.33%
55,485
-2,124
69
$4.85M 0.33%
23,817
+1,403
70
$4.84M 0.33%
99,756
-4,834
71
$4.79M 0.32%
49,570
-101
72
$4.7M 0.32%
25,452
-207
73
$4.63M 0.31%
217,741
+19,267
74
$4.45M 0.3%
41,988
+4,444
75
$4.32M 0.29%
157,600
-23,320
1 2
3
4 5