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
751
$200K 0.01%
8,598
-500
752
$200K 0.01%
9,802
+1,164
753
$200K 0.01%
+1,771
754
$199K 0.01%
66,000
+15,500
755
$195K 0.01%
31,925
756
$193K 0.01%
24,370
-400
757
$190K 0.01%
17,750
-1,000
758
$188K 0.01%
16,036
+333
759
$187K 0.01%
16,650
+3,900
760
$186K 0.01%
+12,268
761
$183K 0.01%
+10,200
762
$176K 0.01%
44,459
-3,517
763
$175K 0.01%
17,150
764
$175K 0.01%
42,525
-17,250
765
$175K 0.01%
21,000
-990
766
$174K 0.01%
16,112
-323
767
$174K 0.01%
22,567
-6,986
768
$173K 0.01%
35,250
+1,425
769
$169K 0.01%
+17,500
770
$169K 0.01%
11,475
771
$167K 0.01%
64,750
-1,200
772
$163K 0.01%
+13,500
773
$160K 0.01%
26,600
-2,250
774
$160K 0.01%
+19,500
775
$153K 0.01%
23,169
+12,300
29 30
31
32 33