MC
Moors & Cabot Portfolio holdings
AUM
$2.34B
1-Year Est. Return
24.86%
This Fund
S&P 500
1 Year Est. Return
+24.86%
AUM
$2.34B
AUM Growth
+$44.2M
(+1.9%)
Holding
959
Top Buys
| 1 | +$4.53M | |
| 2 | +$3.35M | |
| 3 | +$1.7M | |
| 4 |
Royal Gold
RGLD
|
+$1.36M |
| 5 |
Vanguard Value ETF
VTV
|
+$1.33M |
Top Sells
| 1 | +$4.77M | |
| 2 | +$2.83M | |
| 3 | +$2.79M | |
| 4 |
Costco
COST
|
+$2.56M |
| 5 |
PSKY
Paramount Skydance Corp
PSKY
|
+$1.37M |
Sector Composition
| 1 | Technology | 23.88% |
| 2 | Financials | 10.51% |
| 3 | Energy | 9.68% |
| 4 | Industrials | 8.42% |
| 5 | Healthcare | 7.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
951
Zscaler
ZS
$22.5B
| – | – |
-734
|
|
||
952
Amer Sports
AS
$20.5B
| – | – |
-7,275
|
|
||
953
Clorox
CLX
$10.5B
| – | – |
-3,347
|
|
||
|
HDUS
954
Hartford Disciplined US Equity ETF
HDUS
$180M
| – | – |
-3,764
|
|
||
955
Humana
HUM
$28B
| – | – |
-1,280
|
|
||
|
IBDQ
956
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
| – | – |
0
|
|
||
957
Gartner
IT
$9.88B
| – | – |
-1,258
|
|
||
|
OPRA
958
Opera Ltd
OPRA
$1.66B
| – | – |
-11,708
|
|