MCM

Matterhorn Capital Management Portfolio holdings

AUM $151M
1-Year Est. Return 14.71%
This Quarter Est. Return
1 Year Est. Return
+14.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$5.47M
2 +$5.41M
3 +$4.95M
4
RTN
Raytheon Company
RTN
+$4.87M
5
MSFT icon
Microsoft
MSFT
+$4.86M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.46%
2 Financials 20.09%
3 Consumer Discretionary 15.11%
4 Healthcare 11.83%
5 Energy 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.58M 0.87%
+30,475
52
$1.34M 0.74%
+14,585
53
$1.09M 0.6%
+15,830