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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
601
$354K 0.02%
68,436
-100
602
$353K 0.02%
45,300
-500
603
$352K 0.02%
4,787
-55
604
$352K 0.02%
1,231
-5
605
$351K 0.02%
2,893
-137
606
$351K 0.02%
4,312
607
$350K 0.02%
14,263
+700
608
$348K 0.02%
+22,366
609
$347K 0.02%
8,188
-50
610
$346K 0.02%
3,499
-442
611
$343K 0.02%
896
+38
612
$342K 0.02%
6,180
+26
613
$340K 0.02%
1,418
+177
614
$339K 0.02%
8,425
-150
615
$339K 0.02%
11,053
+93
616
$337K 0.02%
1,000
+75
617
$336K 0.02%
14,283
-100
618
$336K 0.02%
3,192
-104
619
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4,194
+635
620
$329K 0.02%
+939
621
$329K 0.02%
23,940
-425
622
$328K 0.02%
14,464
-11,699
623
$328K 0.02%
4,768
+138
624
$327K 0.02%
4,850
+3
625
$326K 0.02%
+26,550
23 24
25
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