MC

Moors & Cabot Portfolio holdings

AUM $2.34B
1-Year Est. Return 24.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.62B
AUM Growth
-$802K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
915
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$2.27M
3
+$1.59M
4
LOW icon
Lowe's Companies
LOW
+$1.49M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.45M

Top Sells

1
+$1.72M
2
+$1.36M
3
+$1.33M
4
TSN icon
Tyson Foods
TSN
+$1.32M
5
ABNB icon
Airbnb
ABNB
+$1.29M

Sector Composition

1 Technology 19.41%
2 Healthcare 12.11%
3 Financials 10.4%
4 Energy 9.46%
5 Industrials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$86K 0.01%
4,456
+18
827
$85K 0.01%
8,426
+372
828
$84K 0.01%
1,544
829
$79K ﹤0.01%
5
830
$75K ﹤0.01%
11,900
+1,000
831
$71K ﹤0.01%
10,800
+300
832
$67K ﹤0.01%
443
833
$64K ﹤0.01%
+10,500
834
$64K ﹤0.01%
15,900
+2,250
835
$63K ﹤0.01%
97,500
+35,000
836
$61K ﹤0.01%
13,300
-2,150
837
$58K ﹤0.01%
1,860
838
$51K ﹤0.01%
450
839
$50K ﹤0.01%
10,000
840
$39K ﹤0.01%
904
-42
841
$29K ﹤0.01%
25
842
$25K ﹤0.01%
5
843
$23K ﹤0.01%
1,667
844
$19K ﹤0.01%
12,400
845
$13K ﹤0.01%
+48
846
$12K ﹤0.01%
610
847
$11K ﹤0.01%
800
848
$10K ﹤0.01%
+14,500
849
$8K ﹤0.01%
1,100
-700
850
$7K ﹤0.01%
3
32 33
34
35 36