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
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827
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828
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830
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832
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833
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835
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838
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839
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841
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842
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843
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844
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845
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846
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847
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848
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849
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850
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32 33
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35 36