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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
626
$326K 0.02%
3,372
-506
627
$322K 0.02%
3,383
+13
628
$321K 0.01%
1,313
-26
629
$320K 0.01%
31,870
-100
630
$320K 0.01%
3,037
-2,478
631
$320K 0.01%
25,750
632
$319K 0.01%
11,170
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633
$319K 0.01%
4,698
-815
634
$315K 0.01%
+411
635
$315K 0.01%
1,877
636
$315K 0.01%
+1,947
637
$315K 0.01%
50,000
638
$312K 0.01%
27,144
-5,355
639
$310K 0.01%
18,625
-175
640
$309K 0.01%
3,827
641
$309K 0.01%
3,211
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642
$306K 0.01%
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643
$305K 0.01%
2,375
644
$305K 0.01%
2,709
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645
$304K 0.01%
3,678
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646
$301K 0.01%
5,202
+1,479
647
$300K 0.01%
+5,361
648
$300K 0.01%
14,044
+343
649
$300K 0.01%
6,705
+1,405
650
$299K 0.01%
+792
24 25
26
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