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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
326
$1.04M 0.05%
27,923
-701
327
$1.04M 0.05%
24,313
-390
328
$1.03M 0.05%
3,147
-276
329
$1.03M 0.05%
19,998
+4,141
330
$1.03M 0.05%
22,400
+1,410
331
$1.02M 0.05%
12,772
+175
332
$1.01M 0.05%
49,755
-4,374
333
$1.01M 0.05%
73,052
-58,920
334
$1.01M 0.05%
45,076
-6,324
335
$1M 0.05%
2,388
-206
336
$1M 0.05%
26,243
-1,549
337
$997K 0.05%
5,145
+1,140
338
$990K 0.05%
7,298
+958
339
$989K 0.05%
3,546
-64
340
$988K 0.05%
7,429
+75
341
$987K 0.05%
19,170
-500
342
$987K 0.05%
19,963
-1,021
343
$981K 0.05%
12,197
+153
344
$975K 0.05%
14,123
+7,248
345
$970K 0.05%
10,765
+55
346
$963K 0.04%
85,285
-3,800
347
$962K 0.04%
19,721
-700
348
$954K 0.04%
24,830
+800
349
$953K 0.04%
1,683
-40
350
$952K 0.04%
24,795
-683
12 13
14
15 16