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
301
$1.17M 0.05%
53,736
+2,724
302
$1.17M 0.05%
29,620
+1,272
303
$1.16M 0.05%
2,202
+35
304
$1.16M 0.05%
108,758
+1,318
305
$1.16M 0.05%
9,882
+220
306
$1.15M 0.05%
5,927
-1,631
307
$1.15M 0.05%
8,888
+147
308
$1.13M 0.05%
13,838
+40
309
$1.13M 0.05%
42,614
-6,856
310
$1.13M 0.05%
17,731
+254
311
$1.12M 0.05%
12,314
+440
312
$1.12M 0.05%
10,906
+11
313
$1.11M 0.05%
109,120
+10,420
314
$1.1M 0.05%
7,558
-248
315
$1.09M 0.05%
115,655
-7,404
316
$1.08M 0.05%
19,862
+1,824
317
$1.08M 0.05%
8,196
-150
318
$1.08M 0.05%
23,318
-1,829
319
$1.07M 0.05%
2,003
+344
320
$1.07M 0.05%
14,869
+313
321
$1.06M 0.05%
4,683
+893
322
$1.06M 0.05%
6,512
-4,166
323
$1.05M 0.05%
+48,467
324
$1.04M 0.05%
112,823
325
$1.04M 0.05%
15,392
-935
11 12
13
14 15