We are live on ! Find out more
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
551
$418K 0.02%
+10,697
552
$416K 0.02%
1,686
553
$415K 0.02%
273
-26
554
$414K 0.02%
13,753
+35
555
$411K 0.02%
10,196
-7,047
556
$411K 0.02%
16,858
+550
557
$410K 0.02%
80,136
+225
558
$410K 0.02%
3,721
-132
559
$408K 0.02%
3,553
-77
560
$407K 0.02%
9,108
+569
561
$407K 0.02%
+12,650
562
$404K 0.02%
2,045
-354
563
$404K 0.02%
54,629
+25
564
$404K 0.02%
31,729
565
$402K 0.02%
49,991
+512
566
$401K 0.02%
8,307
+313
567
$401K 0.02%
10,250
-3,150
568
$401K 0.02%
4,411
-479
569
$398K 0.02%
6,729
+778
570
$397K 0.02%
2,060
+154
571
$397K 0.02%
+2,026
572
$395K 0.02%
9,487
+2,095
573
$390K 0.02%
2,311
-635
574
$390K 0.02%
4,994
-239
575
$388K 0.02%
5,516
-916
21 22
23
24 25