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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
401
$768K 0.04%
5,523
+442
402
$761K 0.04%
193,571
+550
403
$758K 0.04%
+28,129
404
$756K 0.04%
1,392
+225
405
$755K 0.04%
+27,411
406
$752K 0.03%
8,177
-403
407
$751K 0.03%
31,770
+9,239
408
$749K 0.03%
7,105
-68
409
$743K 0.03%
10,785
+904
410
$741K 0.03%
26,086
+4,449
411
$739K 0.03%
6,663
-13
412
$734K 0.03%
22,947
+1,078
413
$733K 0.03%
3,717
+46
414
$726K 0.03%
63,329
-1,755
415
$719K 0.03%
8,614
+2,772
416
$714K 0.03%
6,000
-3,000
417
$709K 0.03%
11,822
+99
418
$708K 0.03%
9,534
-1,354
419
$707K 0.03%
9,542
+374
420
$707K 0.03%
2,154
-1,165
421
$701K 0.03%
+25,185
422
$694K 0.03%
66,000
423
$690K 0.03%
+4,581
424
$689K 0.03%
12,275
-1,456
425
$686K 0.03%
31,257
-302
15 16
17
18 19