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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
576
$388K 0.02%
10,980
+1,401
577
$387K 0.02%
73,113
+1,771
578
$382K 0.02%
+14,417
579
$381K 0.02%
800
-156
580
$381K 0.02%
10,031
-100
581
$380K 0.02%
10,123
+34
582
$379K 0.02%
16,432
-325
583
$377K 0.02%
718
-127
584
$376K 0.02%
+12,773
585
$374K 0.02%
140,560
-2,000
586
$374K 0.02%
47,361
-179
587
$372K 0.02%
55,475
-775
588
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5,310
-225
589
$369K 0.02%
13,934
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590
$368K 0.02%
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591
$367K 0.02%
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592
$365K 0.02%
212,450
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593
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127,550
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594
$363K 0.02%
6,479
595
$361K 0.02%
7,367
596
$360K 0.02%
18,770
-85,515
597
$359K 0.02%
23,841
+34
598
$358K 0.02%
1,330
-21
599
$357K 0.02%
29,500
+6,500
600
$357K 0.02%
629
-26
22 23
24
25 26