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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
251
$1.54M 0.07%
7,411
-998
252
$1.53M 0.07%
19,802
+12,889
253
$1.52M 0.07%
31,618
+380
254
$1.5M 0.07%
20,608
-848
255
$1.48M 0.07%
10,876
+340
256
$1.48M 0.07%
6,400
-100
257
$1.48M 0.07%
61,095
+10,725
258
$1.47M 0.07%
28,411
-2,731
259
$1.46M 0.07%
3,114
+875
260
$1.45M 0.07%
30,540
+1,642
261
$1.44M 0.07%
25,030
-194
262
$1.44M 0.07%
13,645
-72
263
$1.43M 0.07%
20,408
-224
264
$1.4M 0.07%
8,096
-87
265
$1.4M 0.07%
3,614
+29
266
$1.4M 0.07%
10,508
+305
267
$1.39M 0.06%
9,410
-264
268
$1.37M 0.06%
53,300
-1,164
269
$1.36M 0.06%
10,120
-1,435
270
$1.34M 0.06%
13,312
-384
271
$1.34M 0.06%
31,552
-5,406
272
$1.33M 0.06%
64,005
+1,584
273
$1.33M 0.06%
6,548
274
$1.33M 0.06%
50,051
+1,300
275
$1.33M 0.06%
8,107
+7
9 10
11
12 13