MC
Moors & Cabot Portfolio holdings
AUM
$2.34B
1-Year Est. Return
30.49%
This Fund
S&P 500
1 Year Est. Return
+30.49%
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
LyondellBasell Industries
LYB
$23.2B
| – | – |
-5,495
|
|
||
952
Masco
MAS
$14.5B
| – | – |
-2,940
|
|
||
953
Moleculin Biotech
MBRX
$13.2M
| – | – |
-400
|
|
||
954
MP Materials
MP
$12B
| – | – |
-4,085
|
|
||
|
OPRA
955
Opera Ltd
OPRA
$1.68B
| – | – |
-11,708
|
|
||
956
OR Royalties Inc
OR
$7.2B
| – | – |
-5,500
|
|
||
957
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.55B
| – | – |
-6,372
|
|
||
958
SiriusXM
SIRI
$9.12B
| – | – |
-8,798
|
|