MCM

Mill Capital Management Portfolio holdings

AUM $1.28B
1-Year Est. Return 16.38%
This Quarter Est. Return
1 Year Est. Return
+16.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$985M
AUM Growth
+$74.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$9.21M
3
+$6.98M
4
AMZN icon
Amazon
AMZN
+$6.95M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.76M

Top Sells

1
+$11.1M
2
+$5.59M
3
+$4.21M
4
GE icon
GE Aerospace
GE
+$768K
5
MRK icon
Merck
MRK
+$713K

Sector Composition

1 Financials 23.18%
2 Technology 22.88%
3 Healthcare 14.94%
4 Communication Services 9.85%
5 Industrials 9.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.3M 1.15%
57,812
+823
27
$11.2M 1.14%
+31,497
28
$10.5M 1.06%
49,734
+405
29
$10.1M 1.02%
135,806
+3,891
30
$9.61M 0.98%
159,223
+1,791
31
$9.21M 0.94%
+46,095
32
$8.7M 0.88%
81,756
-6,706
33
$8.34M 0.85%
80,405
+5,920
34
$8.25M 0.84%
202,222
-8,915
35
$7.85M 0.8%
149,935
+1,638
36
$7.76M 0.79%
46,649
-1,653
37
$7.67M 0.78%
78,889
-3,333
38
$5.88M 0.6%
39,533
-1,238
39
$4.81M 0.49%
10,468
40
$4.6M 0.47%
66,020
-5,897
41
$4.41M 0.45%
27,032
-1,454
42
$3.76M 0.38%
54,181
-2,715
43
$3.7M 0.38%
38,373
-133
44
$3.35M 0.34%
89,585
45
$3.31M 0.34%
17,979
46
$3.27M 0.33%
24,749
47
$3.23M 0.33%
52,049
+72
48
$3.02M 0.31%
15,590
+3,140
49
$2.94M 0.3%
23,955
+5,506
50
$2.82M 0.29%
13,316
+390
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