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
$1.27B
AUM Growth
-$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$278K
2
+$264K
3
+$205K
4
CPRT icon
Copart
CPRT
+$53.6K
5
MSFT icon
Microsoft
MSFT
+$45.9K

Top Sells

1
+$4.88M
2
+$2.94M
3
+$2.65M
4
AMZN icon
Amazon
AMZN
+$2.15M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$681K

Sector Composition

1 Technology 26.23%
2 Financials 24.86%
3 Healthcare 11.48%
4 Industrials 11.32%
5 Communication Services 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.3M 1.21%
80,744
-51
27
$14.5M 1.14%
63,160
+9
28
$14.1M 1.11%
110,607
-303
29
$13.7M 1.08%
66,045
+59
30
$13.5M 1.07%
160,945
+8
31
$12.9M 1.02%
61,188
-82
32
$11.8M 0.93%
127,393
+212
33
$8.8M 0.7%
73,102
34
$8.7M 0.69%
87,497
-51
35
$6.64M 0.52%
17,979
36
$6.38M 0.5%
38,036
-500
37
$6M 0.47%
85,455
38
$4.91M 0.39%
184,905
-5,259
39
$4.02M 0.32%
27,736
-500
40
$3.92M 0.31%
11,800
41
$3.77M 0.3%
10,233
-175
42
$3.64M 0.29%
60,907
-1,750
43
$3.53M 0.28%
9,737
44
$3.22M 0.25%
19,327
-101
45
$3.22M 0.25%
6,225
46
$3.03M 0.24%
12,926
47
$2.89M 0.23%
40,000
48
$2.88M 0.23%
7,400
49
$2.8M 0.22%
26,025
-100
50
$2.73M 0.22%
43,833
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