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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
526
$456K 0.02%
6,216
+410
527
$455K 0.02%
15,232
+1,309
528
$455K 0.02%
3,586
+30
529
$446K 0.02%
6,766
+351
530
$446K 0.02%
25,478
-2,792
531
$444K 0.02%
3,698
-189
532
$440K 0.02%
+3,033
533
$439K 0.02%
17,782
+394
534
$438K 0.02%
14,830
+275
535
$437K 0.02%
1,794
-76
536
$436K 0.02%
8,870
+329
537
$436K 0.02%
8,603
+1,405
538
$436K 0.02%
4,537
-162
539
$435K 0.02%
7,152
+189
540
$434K 0.02%
41,123
+7,127
541
$433K 0.02%
2,227
+521
542
$430K 0.02%
16,451
+1,699
543
$429K 0.02%
9,944
+30
544
$428K 0.02%
10,643
+656
545
$428K 0.02%
+2,625
546
$425K 0.02%
6,418
+1,034
547
$424K 0.02%
3,743
+1,190
548
$421K 0.02%
8,097
-100
549
$420K 0.02%
8,544
-1,067
550
$419K 0.02%
5,418
+374
20 21
22
23 24