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
726
$214K 0.01%
12,291
+7
727
$213K 0.01%
12,267
-2,495
728
$213K 0.01%
1,953
-121
729
$211K 0.01%
+651
730
$211K 0.01%
1,708
-125
731
$211K 0.01%
66,350
732
$209K 0.01%
28,418
-2,231
733
$209K 0.01%
+18,700
734
$208K 0.01%
+811
735
$208K 0.01%
1,711
-143
736
$208K 0.01%
2,230
+65
737
$208K 0.01%
5,000
-500
738
$207K 0.01%
+679
739
$207K 0.01%
13,975
+3,550
740
$206K 0.01%
24,973
+16
741
$206K 0.01%
+1,499
742
$204K 0.01%
+3,395
743
$203K 0.01%
21,290
-1,500
744
$203K 0.01%
+6,131
745
$203K 0.01%
11,415
-460
746
$202K 0.01%
4,900
-1,250
747
$202K 0.01%
+7,460
748
$202K 0.01%
819
-4
749
$201K 0.01%
2,679
-229
750
$201K 0.01%
4,416
-2,167
28 29
30
31 32