MC
Moors & Cabot Portfolio holdings
AUM
$2.15B
1-Year Est. Return
27.41%
1 Year Est. Return
+27.41%
AUM
$1.97B
AUM Growth
-$133M
(-6.3%)
Holding
921
Top Buys
| 1 | +$1.9M | |
| 2 | +$1.84M | |
| 3 | +$1.83M | |
| 4 |
TSMC
TSM
|
+$1.53M |
| 5 |
BTC
Grayscale Bitcoin Mini Trust ETF
BTC
|
+$1.41M |
Top Sells
| 1 | +$21M | |
| 2 | +$8.85M | |
| 3 | +$4.37M | |
| 4 |
Microsoft
MSFT
|
+$4.36M |
| 5 |
iShares Bitcoin Trust
IBIT
|
+$3.46M |
Sector Composition
| 1 | Technology | 21.59% |
| 2 | Energy | 13.16% |
| 3 | Financials | 10.3% |
| 4 | Industrials | 8.5% |
| 5 | Healthcare | 7.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Kinder Morgan
KMI
$58B
| $4.11M | 0.21% |
144,222
+1,971
|
|
||
102
UnitedHealth
UNH
$302B
| $4.07M | 0.21% |
7,768
-461
|
|
||
103
McDonald's
MCD
$211B
| $4.03M | 0.2% |
12,909
-2,369
|
|
||
104
Stryker
SYK
$137B
| $3.93M | 0.2% |
10,556
-130
|
|
||
105
PNC Financial Services
PNC
$71.7B
| $3.88M | 0.2% |
22,078
+422
|
|
||
106
Edwards Lifesciences
EW
$48.8B
| $3.88M | 0.2% |
53,524
-1,065
|
|
||
107
L3Harris
LHX
$54B
| $3.84M | 0.19% |
18,326
-855
|
|
||
108
Chubb
CB
$110B
| $3.73M | 0.19% |
12,361
-10
|
|
||
109
Allstate
ALL
$50.4B
| $3.73M | 0.19% |
18,013
-736
|
|
||
110
Coterra Energy
CTRA
$18.6B
| $3.73M | 0.19% |
128,901
-10,136
|
|
||
111
iShares Biotechnology ETF
IBB
$6.3B
| $3.72M | 0.19% |
29,053
+558
|
|
||
112
Boeing
BA
$155B
| $3.5M | 0.18% |
20,529
+1,117
|
|
||
113
Wells Fargo
WFC
$274B
| $3.5M | 0.18% |
48,763
+489
|
|
||
114
Shell
SHEL
$214B
| $3.45M | 0.18% |
47,136
-674
|
|
||
115
Sprott Physical Gold
PHYS
$14.6B
| $3.45M | 0.18% |
143,380
-3,656
|
|
||
116
Kimberly-Clark
KMB
$33.9B
| $3.36M | 0.17% |
23,637
-836
|
|
||
117
Qiagen
QGEN
$9.9B
| $3.36M | 0.17% |
83,669
-403
|
|
||
118
British American Tobacco
BTI
$114B
| $3.33M | 0.17% |
80,575
-1,283
|
|
||
119
Fidelity National Financial
FNF
$15B
| $3.33M | 0.17% |
51,102
+393
|
|
||
120
BP
BP
$89.2B
| $3.31M | 0.17% |
97,937
-1,164
|
|
||
121
Navios Maritime Partners
NMM
$1.41B
| $3.27M | 0.17% |
83,281
+7,250
|
|
||
122
Novartis
NVS
$238B
| $3.26M | 0.17% |
29,247
+1,382
|
|
||
123
Vanguard Total Stock Market ETF
VTI
$557B
| $3.25M | 0.17% |
11,841
+1,705
|
|
||
124
Ametek
AME
$45.7B
| $3.2M | 0.16% |
18,613
+657
|
|
||
125
Sherwin-Williams
SHW
$85.7B
| $3.15M | 0.16% |
9,016
+39
|
|