MC

Moors & Cabot Portfolio holdings

AUM $2.29B
1-Year Est. Return 29.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.88B
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
926
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$4.58M
3
+$2.04M
4
PFE icon
Pfizer
PFE
+$1.99M
5
MSB
Mesabi Trust
MSB
+$1.77M

Top Sells

1
+$4M
2
+$2.7M
3
+$2.6M
4
NVDA icon
NVIDIA
NVDA
+$1.66M
5
ARM icon
Arm
ARM
+$1.38M

Sector Composition

1 Technology 23.55%
2 Energy 11.7%
3 Financials 9.09%
4 Healthcare 8.93%
5 Industrials 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
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-32,500
902
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903
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-7,754
904
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-11,699
905
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-9,026
906
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-4,464
907
– –
-14,700
908
– –
-6,187
909
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-3,868
910
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-5,140
911
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912
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-13,200
913
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-12,075
914
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915
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-1
916
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-7,674
917
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-10,000
918
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919
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-50,978
920
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921
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922
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-17,825
923
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-26,070
924
– –
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925
– –
-5,101
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