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
776
$152K 0.01%
13,191
-1,700
777
$143K 0.01%
13,717
+57
778
$138K 0.01%
28,000
-500
779
$138K 0.01%
11,386
780
$127K 0.01%
32,500
-5,000
781
$125K 0.01%
13,500
782
$122K 0.01%
+10,000
783
$118K 0.01%
26,750
784
$117K 0.01%
12,750
-273
785
$116K 0.01%
2,575
786
$113K 0.01%
19,000
787
$113K 0.01%
12,240
+90
788
$111K 0.01%
+13,500
789
$108K 0.01%
21,063
+4,797
790
$108K 0.01%
12,600
-8,500
791
$106K 0.01%
10,492
-6,200
792
$98.1K 0.01%
+11,000
793
$96.9K 0.01%
10,000
794
$89.4K 0.01%
10,870
-3,429
795
$88K 0.01%
23,405
-206
796
$86.1K 0.01%
10,318
-461
797
$85K 0.01%
10,000
-4,000
798
$84.6K 0.01%
16,490
-1,315
799
$82.5K 0.01%
17,925
-4,700
800
$80K 0.01%
10,000
30 31
32
33 34