MCM

Matterhorn Capital Management Portfolio holdings

AUM $151M
1-Year Est. Return 14.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$219M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$6.22M
2
+$5.48M
3
+$4M
4
BIIB icon
Biogen
BIIB
+$3.81M
5
EXPD icon
Expeditors International
EXPD
+$3.42M

Top Sells

1
+$6.96M
2
+$5.17M
3
+$4.08M
4
WAB icon
Wabtec
WAB
+$3.35M
5
MIDD icon
Middleby
MIDD
+$3.32M

Sector Composition

1 Financials 26.11%
2 Healthcare 23.01%
3 Technology 21.15%
4 Communication Services 7.41%
5 Energy 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-23,198
52
– –
-111,086
53
– –
-38,084
54
– –
-149,067
55
– –
-10,290
56
– –
-115,227
57
– –
-351,195
58
– –
-83,171
1 2
3