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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
476
$567K 0.03%
11,029
+225
477
$565K 0.03%
5,418
-200
478
$563K 0.03%
15,445
-2,395
479
$560K 0.03%
8,014
-22
480
$558K 0.03%
1,680
-13
481
$555K 0.03%
3,609
-70
482
$554K 0.03%
75
-8
483
$550K 0.03%
8,750
+4,000
484
$542K 0.03%
17,400
-850
485
$542K 0.03%
37,008
+405
486
$542K 0.03%
107,325
-325
487
$542K 0.03%
16,595
+945
488
$541K 0.03%
2,449
+148
489
$541K 0.03%
27,435
+981
490
$534K 0.02%
2,388
+288
491
$534K 0.02%
1,780
-206
492
$534K 0.02%
6,300
493
$532K 0.02%
7,630
-200
494
$527K 0.02%
4,571
-19
495
$526K 0.02%
5,316
+317
496
$525K 0.02%
3,778
+23
497
$524K 0.02%
4,589
-4,702
498
$524K 0.02%
5,495
-360
499
$522K 0.02%
4,523
+86
500
$518K 0.02%
2,747
+1
18 19
20
21 22