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
$1.47B
AUM Growth
-$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
868
New
Increased
Reduced
Closed

Top Buys

1
+$6.74M
2
+$3.7M
3
+$3.27M
4
TSLA icon
Tesla
TSLA
+$3.26M
5
DE icon
Deere & Co
DE
+$3M

Top Sells

1
+$5.74M
2
+$4.51M
3
+$2.79M
4
ALL icon
Allstate
ALL
+$2.79M
5
NVDA icon
NVIDIA
NVDA
+$2.2M

Sector Composition

1 Technology 19.76%
2 Energy 13.29%
3 Healthcare 10.79%
4 Financials 10.18%
5 Industrials 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.27M 0.22%
37,031
-3,151
102
$3.22M 0.22%
26,196
-2,115
103
$3.21M 0.22%
11,748
-45
104
$3.18M 0.22%
78,447
-2,732
105
$3.17M 0.21%
61,403
-3,387
106
$3.11M 0.21%
63,441
+459
107
$3.05M 0.21%
46,140
+3,914
108
$3.01M 0.2%
42,309
-102
109
$3M 0.2%
10,585
+618
110
$2.99M 0.2%
199,185
-53,262
111
$2.98M 0.2%
29,292
+250
112
$2.97M 0.2%
46,114
+6,884
113
$2.97M 0.2%
42,754
+1,159
114
$2.92M 0.2%
47,331
+1,510
115
$2.88M 0.2%
27,901
-7,007
116
$2.86M 0.19%
16,427
+149
117
$2.76M 0.19%
6,430
+204
118
$2.72M 0.18%
88,517
+750
119
$2.71M 0.18%
78,425
+1,295
120
$2.7M 0.18%
5,334
+1,152
121
$2.66M 0.18%
9,294
-92
122
$2.64M 0.18%
64,659
-1,781
123
$2.64M 0.18%
23,360
-368
124
$2.63M 0.18%
21,776
+687
125
$2.61M 0.18%
202,251
+20,291
3 4
5
6 7