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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
726
$243K 0.01%
4,936
+13
727
$243K 0.01%
2,449
+83
728
$243K 0.01%
3,072
729
$242K 0.01%
4,832
-315
730
$241K 0.01%
1,011
-192
731
$241K 0.01%
12,978
+113
732
$240K 0.01%
1,481
+14
733
$240K 0.01%
9,975
734
$239K 0.01%
4,035
+142
735
$238K 0.01%
6,514
-11,936
736
$237K 0.01%
956
+1
737
$237K 0.01%
1,266
+5
738
$236K 0.01%
1,820
739
$235K 0.01%
2,959
-362
740
$235K 0.01%
8,526
-2,781
741
$234K 0.01%
14,350
+2,400
742
$233K 0.01%
20,646
+5,010
743
$232K 0.01%
4,150
-500
744
$231K 0.01%
5,885
-2,501
745
$231K 0.01%
+736
746
$231K 0.01%
+3,603
747
$230K 0.01%
678
-1
748
$229K 0.01%
4,692
+4
749
$229K 0.01%
2,556
-324
750
$228K 0.01%
16,150
28 29
30
31 32