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
$224M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$5.67M
2
+$4.09M
3
+$4.04M
4
LUV icon
Southwest Airlines
LUV
+$3.4M
5
AVG
AVG Technologies N.V.
AVG
+$3.35M

Top Sells

1
+$3.69M
2
+$3.6M
3
+$3.52M
4
SYNA icon
Synaptics
SYNA
+$1.63M
5
CELG
Celgene Corp
CELG
+$1.33M

Sector Composition

1 Financials 22.08%
2 Technology 20.43%
3 Healthcare 19.98%
4 Consumer Discretionary 8.44%
5 Energy 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.5M 1.12%
41,874
-1,189
52
– –
-10,601
53
– –
-23,644
54
– –
-124,097
55
– –
-14,601
1 2
3