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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
451
$626K 0.03%
14,025
+5
452
$623K 0.03%
15,099
-56
453
$621K 0.03%
14,853
+100
454
$621K 0.03%
1,131
-1
455
$617K 0.03%
7,690
456
$616K 0.03%
7,566
-452
457
$614K 0.03%
+8,184
458
$608K 0.03%
6,487
-60
459
$606K 0.03%
26,372
-222
460
$603K 0.03%
4,281
-385
461
$601K 0.03%
4,901
-794
462
$601K 0.03%
14,006
-2,614
463
$598K 0.03%
2,565
-85
464
$598K 0.03%
8,334
465
$598K 0.03%
10,580
+27
466
$597K 0.03%
32,632
+2,999
467
$596K 0.03%
5,879
-400
468
$590K 0.03%
12,419
+25
469
$589K 0.03%
14,200
470
$584K 0.03%
6,218
-381
471
$584K 0.03%
5,106
-2,930
472
$583K 0.03%
12,650
+700
473
$582K 0.03%
5,983
-99
474
$582K 0.03%
21,087
+800
475
$581K 0.03%
16,216
+335
17 18
19
20 21