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
151
$1.97M 0.13%
9,854
+1,229
152
$1.96M 0.13%
12,545
-620
153
$1.95M 0.13%
48,005
+1,300
154
$1.91M 0.13%
37,416
+519
155
$1.87M 0.13%
20,173
+420
156
$1.85M 0.13%
21,326
-1,361
157
$1.85M 0.13%
24,476
+1,583
158
$1.85M 0.13%
24,748
-153
159
$1.84M 0.12%
64,177
+2,088
160
$1.82M 0.12%
54,136
+2
161
$1.81M 0.12%
292,986
-5,990
162
$1.8M 0.12%
67,241
-2,488
163
$1.8M 0.12%
17,500
-924
164
$1.79M 0.12%
58,222
-1,116
165
$1.78M 0.12%
74,161
-1,625
166
$1.77M 0.12%
123,691
+6,864
167
$1.75M 0.12%
37,769
-319
168
$1.75M 0.12%
36,587
+574
169
$1.74M 0.12%
20,353
-511
170
$1.72M 0.12%
450,328
-6,122
171
$1.72M 0.12%
26,490
-478
172
$1.71M 0.12%
8,069
+1,248
173
$1.7M 0.12%
12,004
+50
174
$1.7M 0.12%
37,405
-1,098
175
$1.7M 0.12%
54,033
+477
5 6
7
8 9