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
$1.88B
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
926
-21,590