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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
676
$280K 0.01%
8,560
-500
677
$280K 0.01%
+2,449
678
$279K 0.01%
4,119
-1,548
679
$279K 0.01%
60,883
680
$278K 0.01%
11,922
+1,333
681
$277K 0.01%
4,585
-1,149
682
$276K 0.01%
7,900
-500
683
$275K 0.01%
2,450
-999
684
$275K 0.01%
3,372
685
$273K 0.01%
951
-10
686
$272K 0.01%
+3,914
687
$271K 0.01%
761
-61
688
$271K 0.01%
+20,899
689
$271K 0.01%
+6,288
690
$271K 0.01%
671
-50
691
$271K 0.01%
10,600
-2,000
692
$270K 0.01%
3,251
693
$270K 0.01%
2,700
694
$270K 0.01%
1,237
-15
695
$269K 0.01%
6,019
-2,900
696
$265K 0.01%
+5,455
697
$265K 0.01%
+1,425
698
$264K 0.01%
11,435
-1,650
699
$264K 0.01%
3,177
-796
700
$263K 0.01%
3,050
-75
26 27
28
29 30