MC
Moors & Cabot Portfolio holdings
AUM
$2.15B
This Quarter Return
-4.1%
1 Year Return
+27.41%
3 Year Return
+95.79%
5 Year Return
+182.71%
10 Year Return
+346.28%
AUM
$1.31B
AUM Growth
+$1.31B
(-5.6%)
Cap. Flow
+$18.8M
Cap. Flow
% of AUM
1.44%
Top 10 Holdings %
Top 10 Hldgs %
21.99%
Holding
855
New
58
Increased
340
Reduced
320
Closed
45
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
$12M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$7.59M |
| 3 |
Tesla
TSLA
|
$6.3M |
| 4 |
iShares Core Total USD Bond Market ETF
IUSB
|
$1.27M |
| 5 |
iShares US Treasury Bond ETF
GOVT
|
$1.26M |
Top Sells
| 1 |
Verizon
VZ
|
$3.77M |
| 2 |
Texas Pacific Land
TPL
|
$3.36M |
| 3 |
Apple
AAPL
|
$3.12M |
| 4 |
CVS Health
CVS
|
$1.84M |
| 5 |
Microsoft
MSFT
|
$1.54M |
Sector Composition
| 1 | Technology | 16.77% |
| 2 | Healthcare | 12.6% |
| 3 | Energy | 12.06% |
| 4 | Financials | 10.44% |
| 5 | Industrials | 8.62% |