MC
Moors & Cabot Portfolio holdings
AUM
$2.15B
1-Year Est. Return
27.41%
1 Year Est. Return
+27.41%
AUM
$2.15B
AUM Growth
+$181M
(+9.2%)
Holding
933
Top Buys
| 1 | +$5.49M | |
| 2 | +$3.03M | |
| 3 | +$2.57M | |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$2.14M |
| 5 |
JPMorgan Equity Premium Income ETF
JEPI
|
+$1.67M |
Top Sells
| 1 | +$3.89M | |
| 2 | +$3.35M | |
| 3 | +$1.96M | |
| 4 |
TEN
Tsakos Energy Navigation Ltd
TEN
|
+$1.64M |
| 5 |
Merck
MRK
|
+$1.53M |
Sector Composition
| 1 | Technology | 23.96% |
| 2 | Energy | 11.05% |
| 3 | Financials | 10.38% |
| 4 | Industrials | 8.79% |
| 5 | Healthcare | 7.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Bristol-Myers Squibb
BMY
$93.7B
| $3.42M | 0.16% |
73,949
-3,634
|
|
||
127
Netflix
NFLX
$466B
| $3.41M | 0.16% |
2,550
+933
|
|
||
128
Air Products & Chemicals
APD
$53.3B
| $3.41M | 0.16% |
12,094
+1,576
|
|
||
129
First Trust NASDAQ Cybersecurity ETF
CIBR
$11.2B
| $3.38M | 0.16% |
44,698
+1,174
|
|
||
130
Bank of New York Mellon
BK
$75.4B
| $3.37M | 0.16% |
36,936
-34
|
|
||
131
Goldman Sachs
GS
$243B
| $3.3M | 0.15% |
4,667
+459
|
|
||
132
Ametek
AME
$45.7B
| $3.28M | 0.15% |
18,151
-462
|
|
||
133
Super Micro Computer
SMCI
$30.2B
| $3.18M | 0.15% |
64,956
-1,777
|
|
||
134
Altria Group
MO
$95.1B
| $3.14M | 0.15% |
53,601
+7,521
|
|
||
135
Applied Materials
AMAT
$189B
| $3.13M | 0.15% |
17,124
+34
|
|
||
|
SOBO
136
South Bow Corp
SOBO
$5.33B
| $3.12M | 0.15% |
120,426
+1,900
|
|
||
137
Coterra Energy
CTRA
$18.6B
| $3.08M | 0.14% |
121,528
-7,373
|
|
||
138
Sherwin-Williams
SHW
$85.7B
| $3.06M | 0.14% |
8,915
-101
|
|
||
139
BP
BP
$89.2B
| $3.05M | 0.14% |
102,043
+4,106
|
|
||
140
American Express
AXP
$249B
| $3.05M | 0.14% |
9,548
+236
|
|
||
141
Fortinet
FTNT
$67.1B
| $3.02M | 0.14% |
28,573
-1,507
|
|
||
142
Shell
SHEL
$214B
| $3M | 0.14% |
42,553
-4,583
|
|
||
143
Kimberly-Clark
KMB
$33.9B
| $2.99M | 0.14% |
23,212
-425
|
|
||
144
Northrop Grumman
NOC
$82.1B
| $2.99M | 0.14% |
5,976
-83
|
|
||
145
Vanguard FTSE Developed Markets ETF
VEA
$180B
| $2.98M | 0.14% |
52,242
+6,314
|
|
||
146
Corning
GLW
$70.7B
| $2.96M | 0.14% |
56,356
-1,112
|
|
||
147
Sysco
SYY
$34.9B
| $2.94M | 0.14% |
38,810
-302
|
|
||
148
Nike
NKE
$92.6B
| $2.93M | 0.14% |
41,206
+16,041
|
|
||
149
GE Vernova
GEV
$158B
| $2.9M | 0.13% |
5,486
-5
|
|
||
150
3M
MMM
$86.2B
| $2.88M | 0.13% |
18,945
+29
|
|