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
201
$1.44M 0.1%
12,256
-2,100
202
$1.44M 0.1%
18,341
-3,862
203
$1.41M 0.1%
52,633
+368
204
$1.41M 0.1%
129,996
-2,157
205
$1.4M 0.1%
11,105
-15
206
$1.4M 0.09%
81,150
-4,800
207
$1.39M 0.09%
20,380
+2,713
208
$1.37M 0.09%
18,257
-1,225
209
$1.37M 0.09%
38,691
+29,191
210
$1.37M 0.09%
5,680
+60
211
$1.36M 0.09%
11,762
+1
212
$1.35M 0.09%
16,311
+1,032
213
$1.33M 0.09%
61,524
-624
214
$1.31M 0.09%
16,136
-47
215
$1.29M 0.09%
38,530
-6,576
216
$1.29M 0.09%
169,548
+6,543
217
$1.24M 0.08%
8,292
-1,388
218
$1.23M 0.08%
18,420
+185
219
$1.22M 0.08%
58,510
+33,650
220
$1.2M 0.08%
7,546
-272
221
$1.2M 0.08%
111,277
+3,309
222
$1.2M 0.08%
19,871
+400
223
$1.19M 0.08%
10,816
+610
224
$1.19M 0.08%
13,583
+387
225
$1.19M 0.08%
26,390
+11,180
7 8
9
10 11