We are live on ! Find out more
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
751
$228K 0.01%
4,730
+130
752
$228K 0.01%
750
-26
753
$228K 0.01%
+425
754
$228K 0.01%
3,836
+178
755
$228K 0.01%
+6,772
756
$228K 0.01%
2,555
-575
757
$226K 0.01%
+8,902
758
$226K 0.01%
+2,445
759
$226K 0.01%
1,704
-3,683
760
$225K 0.01%
44,550
+680
761
$225K 0.01%
5,874
-706
762
$225K 0.01%
663
+10
763
$225K 0.01%
6,700
+300
764
$224K 0.01%
692
-2
765
$224K 0.01%
1,353
-322
766
$223K 0.01%
5,659
-96
767
$223K 0.01%
5,138
-200
768
$223K 0.01%
+5,730
769
$220K 0.01%
6,900
-1,700
770
$219K 0.01%
3,787
-1,231
771
$219K 0.01%
+10,000
772
$217K 0.01%
1,350
+115
773
$217K 0.01%
2,617
-1,365
774
$217K 0.01%
2,780
+150
775
$216K 0.01%
18,148
-1,888
29 30
31
32 33