MCM
Matterhorn Capital Management Portfolio holdings
AUM
$151M
1-Year Est. Return
14.71%
1 Year Est. Return
+14.71%
AUM
$151M
AUM Growth
-$6.91M
(-4.4%)
Holding
57
Top Sells
| 1 | +$596K | |
| 2 | +$564K | |
| 3 | +$520K | |
| 4 |
Unilever
UL
|
+$490K |
| 5 |
Intercontinental Exchange
ICE
|
+$438K |
Sector Composition
| 1 | Financials | 27.43% |
| 2 | Technology | 18.22% |
| 3 | Healthcare | 17.65% |
| 4 | Industrials | 9.06% |
| 5 | Communication Services | 6.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
SHPG
51
DELISTED
Shire pic
SHPG
| $598K | 0.4% |
3,086
-1,087
|
|
||
52
Novartis
NVS
$241B
| $584K | 0.39% |
8,254
-5,341
|
|
||
|
POT
53
DELISTED
Potash Corp Of Saskatchewan
POT
| $546K | 0.36% |
33,454
-13,761
|
|
||
54
iShares MSCI ACWI ETF
ACWI
$23.2B
| $267K | 0.18% |
4,511
|
|
||
55
Autoliv
ALV
$9.22B
| – | – |
-3,023
|
|
||
56
iShares Gold Trust
IAU
$60.6B
| – | – |
-7,030
|
|
||
57
Open Text
OTEX
$9.67B
| – | – |
-7,680
|
|