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
$1.51B
AUM Growth
+$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
891
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$2.45M
3
+$1.26M
4
IBM icon
IBM
IBM
+$1.13M
5
PNC icon
PNC Financial Services
PNC
+$1.1M

Top Sells

1
+$4.47M
2
+$4.21M
3
+$3.45M
4
NVDA icon
NVIDIA
NVDA
+$2.07M
5
MSFT icon
Microsoft
MSFT
+$1.63M

Sector Composition

1 Technology 20.13%
2 Energy 11.38%
3 Healthcare 11.19%
4 Financials 10.24%
5 Industrials 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$213K 0.01%
+6,200
727
$212K 0.01%
+11,100
728
$211K 0.01%
9,098
729
$211K 0.01%
2,090
730
$210K 0.01%
+2,165
731
$210K 0.01%
8,436
-132
732
$210K 0.01%
65,950
+1,800
733
$209K 0.01%
+2,500
734
$209K 0.01%
+6,570
735
$208K 0.01%
+1,914
736
$208K 0.01%
+2,766
737
$208K 0.01%
+1,251
738
$207K 0.01%
+3,828
739
$207K 0.01%
12,306
+39
740
$206K 0.01%
18,750
741
$206K 0.01%
4,544
-464
742
$205K 0.01%
+1,424
743
$204K 0.01%
+1,386
744
$202K 0.01%
+6,890
745
$202K 0.01%
6,222
-30
746
$201K 0.01%
2,404
-1,226
747
$200K 0.01%
22,625
-700
748
$200K 0.01%
4,255
-376
749
$197K 0.01%
+21,100
750
$196K 0.01%
20,000
+9,000
28 29
30
31 32