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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
376
$854K 0.04%
32,215
+7,994
377
$854K 0.04%
7,945
-145
378
$852K 0.04%
73,954
+3,695
379
$841K 0.04%
+19,201
380
$833K 0.04%
10,288
+1,536
381
$832K 0.04%
426,795
+25,500
382
$832K 0.04%
14,868
+849
383
$828K 0.04%
26,984
+1,952
384
$827K 0.04%
15,424
385
$826K 0.04%
14,920
+800
386
$824K 0.04%
63,000
+900
387
$820K 0.04%
+25,787
388
$818K 0.04%
11,700
-1,176
389
$815K 0.04%
36,972
-1,235
390
$795K 0.04%
47,706
+1,947
391
$792K 0.04%
37,375
+825
392
$792K 0.04%
3,329
-14
393
$792K 0.04%
20,865
+1,335
394
$791K 0.04%
18,840
+504
395
$790K 0.04%
4,043
-34
396
$788K 0.04%
74,450
+25,450
397
$787K 0.04%
6,485
+91
398
$786K 0.04%
8,290
-196
399
$776K 0.04%
24,161
+1,700
400
$776K 0.04%
5,842
+4
14 15
16
17 18