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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
351
$946K 0.04%
29,755
-877
352
$944K 0.04%
10,693
-384
353
$940K 0.04%
12,643
+202
354
$939K 0.04%
213,900
355
$935K 0.04%
4,509
-135
356
$929K 0.04%
13,452
+2,946
357
$927K 0.04%
7,265
-25
358
$924K 0.04%
17,516
-41
359
$920K 0.04%
18,293
-267
360
$916K 0.04%
8,436
-239
361
$915K 0.04%
12,290
+748
362
$910K 0.04%
6,421
-240
363
$904K 0.04%
+7,744
364
$892K 0.04%
8,129
+533
365
$887K 0.04%
3,324
-66
366
$884K 0.04%
17,738
-4,312
367
$884K 0.04%
8,998
-59
368
$880K 0.04%
17,769
+1,127
369
$878K 0.04%
29,315
370
$870K 0.04%
3,653
-120
371
$869K 0.04%
51,868
+1,582
372
$864K 0.04%
65,183
+54,798
373
$863K 0.04%
27,754
+33
374
$862K 0.04%
7,867
-353
375
$859K 0.04%
8,392
-353
13 14
15
16 17