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
$1.31B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
811
New
Increased
Reduced
Closed

Top Buys

1
+$8.67M
2
+$5.44M
3
+$2.12M
4
HBAN icon
Huntington Bancshares
HBAN
+$1.5M
5
V icon
Visa
V
+$1.44M

Top Sells

1
+$2.3M
2
+$2.24M
3
+$1.64M
4
NKE icon
Nike
NKE
+$1.52M
5
AAPL icon
Apple
AAPL
+$973K

Sector Composition

1 Technology 18.3%
2 Healthcare 11.79%
3 Financials 10.04%
4 Industrials 9.57%
5 Energy 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.83M 0.22%
16,148
-2,609
102
$2.83M 0.22%
6,211
+430
103
$2.79M 0.21%
51,595
-2,607
104
$2.77M 0.21%
45,293
+1,052
105
$2.77M 0.21%
23,409
+9,174
106
$2.76M 0.21%
302,575
+24,450
107
$2.6M 0.2%
30,095
+1,694
108
$2.59M 0.2%
50,626
-3,578
109
$2.55M 0.2%
270,738
+9,292
110
$2.55M 0.2%
29,855
-3,894
111
$2.52M 0.19%
5,285
+627
112
$2.51M 0.19%
74,521
+8,307
113
$2.5M 0.19%
31,774
-391
114
$2.5M 0.19%
11,001
+1,157
115
$2.48M 0.19%
38,786
-3,304
116
$2.47M 0.19%
101,468
-2,389
117
$2.45M 0.19%
19,150
-4,378
118
$2.45M 0.19%
61,250
+220
119
$2.44M 0.19%
318,316
+42,907
120
$2.43M 0.19%
10,862
+454
121
$2.42M 0.19%
28,771
-4,022
122
$2.42M 0.19%
255,764
+31,043
123
$2.39M 0.18%
6,391
-103
124
$2.38M 0.18%
74,049
+3,288
125
$2.37M 0.18%
243,992
+23,398
3 4
5
6 7