MCM
Mill Capital Management Portfolio holdings
AUM
$1.35B
1-Year Est. Return
17.19%
1 Year Est. Return
+17.19%
AUM
$1.28B
AUM Growth
+$27.9M
(+2.2%)
Holding
121
Top Buys
| 1 | +$796K | |
| 2 | +$650K | |
| 3 | +$351K | |
| 4 |
Apple
AAPL
|
+$261K |
| 5 |
Tesla
TSLA
|
+$226K |
Top Sells
| 1 | +$3.52M | |
| 2 | +$1.91M | |
| 3 | +$1.46M | |
| 4 |
JPMorgan Chase
JPM
|
+$1.18M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$645K |
Sector Composition
| 1 | Financials | 26.41% |
| 2 | Technology | 26.28% |
| 3 | Industrials | 12.03% |
| 4 | Healthcare | 9.89% |
| 5 | Communication Services | 8.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Labcorp
LH
$22.2B
| $16.7M | 1.31% |
63,627
+260
|
|
||
27
UnitedHealth
UNH
$301B
| $15.7M | 1.23% |
50,307
+2,550
|
|
||
28
L3Harris
LHX
$53.9B
| $15.5M | 1.21% |
61,721
+327
|
|
||
29
Salesforce
CRM
$229B
| $14.9M | 1.17% |
54,779
+570
|
|
||
30
ASML
ASML
$396B
| $14.3M | 1.12% |
17,899
+225
|
|
||
31
Alphabet (Google) Class A
GOOGL
$3.36T
| $14.2M | 1.11% |
80,466
-1
|
|
||
32
Philip Morris
PM
$242B
| $13.2M | 1.03% |
72,297
-2,063
|
|
||
33
Otis Worldwide
OTIS
$35.3B
| $12.7M | 1% |
128,220
+423
|
|
||
34
Trane Technologies
TT
$92B
| $7.8M | 0.61% |
17,829
|
|
||
35
Wells Fargo
WFC
$266B
| $6.82M | 0.53% |
85,155
|
|
||
36
Merck
MRK
$231B
| $6.7M | 0.52% |
84,597
-2,010
|
|
||
37
Procter & Gamble
PG
$346B
| $6M | 0.47% |
37,636
|
|
||
38
GE Aerospace
GE
$321B
| $4.97M | 0.39% |
19,327
|
|
||
39
Eaton
ETN
$138B
| $4.21M | 0.33% |
11,800
|
|
||
40
Pfizer
PFE
$147B
| $4.14M | 0.32% |
170,902
-5,350
|
|
||
41
Chevron
CVX
$311B
| $3.97M | 0.31% |
27,736
|
|
||
42
Elevance Health
ELV
$73B
| $3.94M | 0.31% |
10,142
|
|
||
43
Mondelez International
MDLZ
$73.5B
| $3.5M | 0.27% |
51,942
-2,650
|
|
||
44
Caterpillar
CAT
$259B
| $3.49M | 0.27% |
8,999
|
|
||
45
Oracle
ORCL
$620B
| $3.43M | 0.27% |
15,697
|
|
||
46
Martin Marietta Materials
MLM
$36.3B
| $3.42M | 0.27% |
6,225
|
|
||
47
Lam Research
LRCX
$193B
| $3.41M | 0.27% |
35,000
|
|
||
48
Duke Energy
DUK
$96.1B
| $3.07M | 0.24% |
26,032
+6
|
|
||
49
Home Depot
HD
$366B
| $2.69M | 0.21% |
7,350
|
|
||
50
Coca-Cola
KO
$306B
| $2.52M | 0.2% |
35,679
-654
|
|