We are live on ! Find out more
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
276
$1.33M 0.06%
15,984
-3,240
277
$1.32M 0.06%
7,942
-904
278
$1.31M 0.06%
21,065
279
$1.3M 0.06%
10,223
280
$1.29M 0.06%
11,383
-761
281
$1.27M 0.06%
4,341
-269
282
$1.26M 0.06%
9,831
-3,216
283
$1.26M 0.06%
9,321
-815
284
$1.26M 0.06%
48,617
+2,217
285
$1.25M 0.06%
11,440
+386
286
$1.25M 0.06%
29,642
+1,295
287
$1.25M 0.06%
3,071
-293
288
$1.24M 0.06%
5,580
-824
289
$1.24M 0.06%
18,542
-299
290
$1.23M 0.06%
10,342
-928
291
$1.23M 0.06%
28,590
+1,064
292
$1.22M 0.06%
2,063
-498
293
$1.22M 0.06%
23,075
+134
294
$1.22M 0.06%
14,290
-2,015
295
$1.21M 0.06%
11,685
-3,200
296
$1.21M 0.06%
+5,727
297
$1.2M 0.06%
12,779
-162
298
$1.19M 0.06%
12,658
+839
299
$1.18M 0.05%
28,238
-2,110
300
$1.18M 0.05%
11,968
-961
10 11
12
13 14