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
126
$2.58M 0.18%
17,491
+200
127
$2.52M 0.17%
242,077
-9,080
128
$2.47M 0.17%
49,928
+8,355
129
$2.44M 0.17%
14,238
-1,646
130
$2.35M 0.16%
35,760
+244
131
$2.35M 0.16%
21,060
-25,051
132
$2.32M 0.16%
79,872
-2,691
133
$2.31M 0.16%
52,033
-1,012
134
$2.29M 0.16%
8,968
+306
135
$2.28M 0.15%
40,085
+2,590
136
$2.23M 0.15%
134,356
+7,969
137
$2.21M 0.15%
34,610
+787
138
$2.21M 0.15%
5,010
+16
139
$2.17M 0.15%
58,735
-612
140
$2.17M 0.15%
17,785
-429
141
$2.12M 0.14%
42,914
+535
142
$2.12M 0.14%
51,228
+500
143
$2.11M 0.14%
8,143
-121
144
$2.05M 0.14%
4,021
+2,329
145
$2.04M 0.14%
27,439
+415
146
$2.03M 0.14%
5,179
+679
147
$2.03M 0.14%
34,655
-2,955
148
$2.02M 0.14%
9,690
+423
149
$2.01M 0.14%
13,477
-88
150
$2.01M 0.14%
317,164
-16,923
4 5
6
7 8