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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
426
$686K 0.03%
6,460
+1,484
427
$686K 0.03%
8,010
-186
428
$677K 0.03%
8,163
-382
429
$677K 0.03%
9,939
430
$674K 0.03%
15,561
-1,758
431
$672K 0.03%
63,899
+5,618
432
$670K 0.03%
14,797
-1,296
433
$666K 0.03%
36,250
+8,387
434
$662K 0.03%
6,135
+632
435
$661K 0.03%
839
+3
436
$654K 0.03%
2,878
+1,122
437
$653K 0.03%
893
-59
438
$653K 0.03%
14,030
439
$652K 0.03%
3,566
-40
440
$648K 0.03%
11,111
-365
441
$645K 0.03%
+29,950
442
$643K 0.03%
37,250
-14,025
443
$641K 0.03%
41,986
+46
444
$638K 0.03%
6,137
445
$638K 0.03%
+6,408
446
$637K 0.03%
2,915
+1,177
447
$633K 0.03%
54,250
448
$630K 0.03%
43,460
+9,575
449
$629K 0.03%
20,786
-780
450
$628K 0.03%
24,022
+231
16 17
18
19 20