MC

Moors & Cabot Portfolio holdings

AUM $2.15B
1-Year Return 27.41%
This Quarter Return
+3.96%
1 Year Return
+27.41%
3 Year Return
+95.79%
5 Year Return
+182.71%
10 Year Return
+346.28%
AUM
$1.88B
AUM Growth
+$33.4M
Cap. Flow
-$6.97M
Cap. Flow %
-0.37%
Top 10 Hldgs %
26.46%
Holding
926
New
36
Increased
348
Reduced
366
Closed
82

Sector Composition

1 Technology 23.55%
2 Energy 11.7%
3 Financials 9.09%
4 Healthcare 8.93%
5 Industrials 8.73%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
NKSH icon
926
National Bankshares
NKSH
$194M
-7,500
Closed -$251K