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MC

Moors & Cabot Portfolio holdings

AUM $2.34B
1-Year Est. Return 30.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.15B
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
933
New
Increased
Reduced
Closed

Top Buys

1
+$4.97M
2
+$3.03M
3
+$2.31M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.94M
5
ARIS
Aris Water Solutions
ARIS
+$1.69M

Top Sells

1
+$3.93M
2
+$2.64M
3
+$1.73M
4
MRK icon
Merck
MRK
+$1.54M
5
TEN
Tsakos Energy Navigation Ltd
TEN
+$1.5M

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
226
$1.76M 0.08%
37,575
-181
227
$1.75M 0.08%
28,444
-1,570
228
$1.74M 0.08%
27,921
+428
229
$1.69M 0.08%
282,350
+222,500
230
$1.68M 0.08%
49,478
+7,883
231
$1.68M 0.08%
6,785
-77
232
$1.68M 0.08%
18,751
-189
233
$1.65M 0.08%
94,762
+1,682
234
$1.65M 0.08%
50,304
+5,147
235
$1.65M 0.08%
11,166
-665
236
$1.63M 0.08%
+20,233
237
$1.62M 0.08%
91,255
-6,250
238
$1.62M 0.08%
8,606
+1,693
239
$1.62M 0.08%
50,754
240
$1.61M 0.07%
6,513
-252
241
$1.59M 0.07%
129,890
-47,811
242
$1.59M 0.07%
7,460
+4,196
243
$1.58M 0.07%
14,455
-1,486
244
$1.57M 0.07%
27,773
-1,433
245
$1.57M 0.07%
60,150
+625
246
$1.56M 0.07%
26,113
247
$1.55M 0.07%
37,763
+826
248
$1.55M 0.07%
4,943
+51
249
$1.55M 0.07%
31,495
-292
250
$1.54M 0.07%
53,804
-3,056
8 9
10
11 12